Filed January 23, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $11,947 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $10,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,276 | $58,879-7.8% | $178,490-69.6% | $73,488-26.1% |
| Participation rate | 32.3% | 66.2%-33.9pp | 81.9%-49.6pp | 70.7%-38.4pp |
| Annual return | 18.24% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $607 | $2,236-72.9% | $5,011-87.9% | $2,270-73.3% |
| Participant deferral / active EE | $1,835 | $2,567-28.5% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $105 | $400-73.7% | $13,984-99.2% | $513-79.4% |