Filed September 11, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $6,300 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $4,752 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,236 | $61,272-18.0% | $149,673-66.4% | $71,457-29.7% |
| Participation rate | 76.3% | 62.5%+13.8pp | 78.8%-2.5pp | 67.9%+8.4pp |
| Annual return | 17.82% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,086 | $2,378-54.3% | $4,818-77.5% | $2,588-58.0% |
| Participant deferral / active EE | $2,995 | $2,917+2.7% | $5,680-47.3% | $4,289-30.2% |
| Admin fee / account holder | $45 | $1,261-96.4% | $13,210-99.7% | $1,587-97.2% |