Filed January 24, 2010
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 13 · EIN 42-0127290 | Contract Administrator | $230,596 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,807 | $260,849-95.5% | $105,738-88.8% | $75,289-84.3% |
| Participation rate | 67.5% | 51.6%+16.0pp | 76.3%-8.8pp | 72.4%-4.9pp |
| Annual return | -4.28% | 10.99%-15.3pp | 6.27%-10.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $86 | $848-89.9% | $3,268-97.4% | $2,405-96.4% |
| Participant deferral / active EE | $1,374 | $1,553-11.5% | $4,080-66.3% | $3,739-63.3% |
| Admin fee / account holder | $88 | $484-81.8% | $6,913-98.7% | $102-14.0% |