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 | $24,445 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $10,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,894 | $37,317-3.8% | $77,024-53.4% | $77,904-53.9% |
| Participation rate | 8.5% | 46.9%-38.4pp | 67.9%-59.4pp | 73.7%-65.2pp |
| Annual return | -13.27% | -5.88%-7.4pp | 42.32%-55.6pp | 12.21%-25.5pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $630 | $2,564-75.5% | $4,426-85.8% | $4,806-86.9% |
| Admin fee / account holder | $122 | $126-3.0% | $5,425-97.8% | $133-8.0% |