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 4-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 |
|---|---|---|
GUIDESPARK1+ years Filed as: GUIDESPARK, INC. Service code 28 · EIN 26-2229814 | Investment Management | $50,329 |
LEARNVEST INC.1+ years Service code 28 · EIN 80-0226518 | Investment Management | $32,685 |
DANIEL DENNIS & COMPANY LLP1+ years Service code 10 · EIN 04-2734675 | Accounting | $26,938 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,998 |
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 | $50,090 | $37,039+35.2% | $147,614-66.1% | $59,188-15.4% |
| Participation rate | 98.6% | 63.8%+34.8pp | 84.6%+13.9pp | 69.4%+29.1pp |
| Annual return | 1.26% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,709 | $2,094+172.7% | $4,895+16.6% | $3,265+74.9% |
| Admin fee / account holder | $19 | $60-67.6% | $11,611-99.8% | $92-78.9% |