Filed August 31, 2011 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Investment management; Shareholder se... | $113,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | $722 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,283 | $122,693+130.9% | $184,203+53.8% | $199,593+41.9% |
| Participation rate | 97.5% | 86.8%+10.7pp | 86.8%+10.6pp | 72.0%+25.5pp |
| Annual return | 30.97% | 143.91%-112.9pp | 28.81%+2.2pp | 34.25%-3.3pp |
| Employer contribution / active EE | $12,888 | $4,584+181.1% | $6,427+100.5% | $3,034+324.7% |
| Participant deferral / active EE | $10,047 | $7,990+25.7% | $9,131+10.0% | $5,087+97.5% |
| Admin fee / account holder | $53 | $121-56.0% | $13,901-99.6% | $269-80.3% |