Filed March 28, 2011
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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $4,456 |
Participant 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.
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 | $7,853 | $68,904-88.6% | $90,645-91.3% | $68,904-88.6% |
| Participation rate | 98.0% | 74.1%+23.8pp | 74.0%+23.9pp | 74.1%+23.8pp |
| Annual return | 9.24% | 1.07%+8.2pp | 1.88%+7.4pp | 1.07%+8.2pp |
| Employer contribution / active EE | $1,686 | $2,540-33.6% | $2,532-33.4% | $2,540-33.6% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $3,425-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $71-99.5% | $4,994-100.0% | $71-99.5% |