Filed December 2, 2011
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 26 · EIN 04-2675571 | Advisory (Participants) | $42,338 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,099 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,213 | $132,049-17.3% | $200,582-45.6% | $74,304+47.0% |
| Participation rate | 96.7% | 84.1%+12.6pp | 86.9%+9.8pp | 60.3%+36.3pp |
| Annual return | 11.66% | 22.22%-10.6pp | 42.33%-30.7pp | 29.43%-17.8pp |
| Employer contribution / active EE | $3,990 | $4,558-12.4% | $6,419-37.8% | $2,241+78.0% |
| Participant deferral / active EE | $5,986 | $7,213-17.0% | $9,331-35.8% | $3,767+58.9% |
| Admin fee / account holder | $79 | $2,405-96.7% | $16,305-99.5% | $2,969-97.3% |