Filed August 14, 2009 (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 | Sales loads (front end and deferred);... | $662,324 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,896 | $73,283-74.2% | $155,509-87.8% | $106,382-82.2% |
| Participation rate | 90.4% | 73.3%+17.2pp | 78.2%+12.2pp | 69.9%+20.6pp |
| Annual return | 10.32% | 15.77%-5.4pp | 64.67%-54.3pp | 17.37%-7.1pp |
| Employer contribution / active EE | $3,553 | $2,247+58.1% | $4,672-24.0% | $3,364+5.6% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $30 | $56-47.3% | $15,912-99.8% | $79-62.7% |