Filed May 3, 2010 (most recent of 3 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 13 · EIN 42-0127290 | Contract Administrator | $12,709 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,210 | $45,719-7.7% | $96,139-56.1% | $93,030-54.6% |
| Participation rate | 9.1% | 45.8%-36.7pp | 68.4%-59.3pp | 73.9%-64.8pp |
| Annual return | 18.16% | 3211.95%-3193.8pp | 191.94%-173.8pp | 158.70%-140.5pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $645 | $2,344-72.5% | $4,349-85.2% | $4,562-85.9% |
| Admin fee / account holder | $120 | $128-6.3% | $5,537-97.8% | $152-20.9% |