Filed May 27, 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 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,741 |
Employer contribution per participant 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 | $22,761 | $46,732-51.3% | $156,549-85.5% | $55,167-58.7% |
| Participation rate | 73.1% | 65.8%+7.3pp | 84.0%-10.9pp | 69.0%+4.1pp |
| Annual return | 7.84% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $274 | $2,105-87.0% | $5,501-95.0% | $1,963-86.0% |
| Participant deferral / active EE | $1,984 | $2,204-10.0% | $4,871-59.3% | $3,054-35.0% |
| Admin fee / account holder | $10 | $418-97.5% | $13,027-99.9% | $504-97.9% |