Filed April 8, 2015
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 | $10,888 |
SABER FINANCIAL SERVICES1 year Service code 10 · EIN 90-0932661 | Accounting | $5,945 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,977 | $63,114-81.0% | $92,893-87.1% | $65,185-81.6% |
| Participation rate | 72.7% | 68.8%+4.0pp | 76.0%-3.3pp | 70.2%+2.5pp |
| Annual return | 22.44% | 28.75%-6.3pp | 109.41%-87.0pp | 29.38%-6.9pp |
| Employer contribution / active EE | $681 | $2,571-73.5% | $3,653-81.4% | $2,177-68.7% |
| Participant deferral / active EE | $2,000 | $3,108-35.7% | $4,236-52.8% | $3,514-43.1% |
| Admin fee / account holder | $146 | $624-76.6% | $5,794-97.5% | $847-82.8% |