Filed January 1, 2012 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
LEARNVEST INC.2+ years Service code 28 · EIN 80-0226518 | Investment Management | $156,250 |
GUIDESPARK1 year Filed as: GUIDESPARK, INC. Service code 28 · EIN 26-2229814 | Investment Management | $14,714 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,170 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,306 | $37,213+102.4% | $156,549-51.9% | $63,975+17.7% |
| Participation rate | 98.7% | 65.0%+33.7pp | 84.0%+14.7pp | 71.1%+27.6pp |
| Annual return | 6.27% | 47.89%-41.6pp | 32.23%-26.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $4,462 | $1,357+228.8% | $5,501-18.9% | $2,182+104.5% |
| Participant deferral / active EE | $1,450 | $2,070-30.0% | $4,871-70.2% | $3,356-56.8% |
| Admin fee / account holder | $30 | $56-46.1% | $13,027-99.8% | $70-56.9% |