Filed March 25, 2013
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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $12,502 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,974 | $55,472-51.4% | $155,567-82.7% | $74,546-63.8% |
| Participation rate | 48.6% | 61.9%-13.3pp | 78.2%-29.6pp | 67.2%-18.6pp |
| Annual return | 11.67% | 268.72%-257.0pp | 64.74%-53.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $675 | $2,269-70.3% | $4,674-85.6% | $2,624-74.3% |
| Participant deferral / active EE | $1,118 | $2,838-60.6% | $5,628-80.1% | $4,347-74.3% |
| Admin fee / account holder | $221 | $1,743-87.3% | $15,916-98.6% | $1,944-88.6% |