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 | $313,667 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $12,345 | $97,954-87.4% | $115,157-89.3% | $77,787-84.1% |
| Participation rate | 84.2% | 52.3%+31.9pp | 75.9%+8.3pp | 73.2%+10.9pp |
| Annual return | 26.18% | 23.95%+2.2pp | 35.60%-9.4pp | 32.57%-6.4pp |
| Employer contribution / active EE | $91 | $927-90.2% | $3,179-97.1% | $2,504-96.4% |
| Participant deferral / active EE | $1,537 | $1,655-7.1% | $4,168-63.1% | $3,967-61.3% |
| Admin fee / account holder | $87 | $347-75.0% | $7,088-98.8% | $100-13.1% |