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 | $22,412 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $10,618 |
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 | $41,291 | $40,278+2.5% | $80,569-48.8% | $80,160-48.5% |
| Participation rate | 7.8% | 47.5%-39.7pp | 67.0%-59.2pp | 72.9%-65.1pp |
| Annual return | 16.66% | 50.86%-34.2pp | 935.43%-918.8pp | 40.38%-23.7pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $662 | $2,696-75.4% | $4,447-85.1% | $5,017-86.8% |
| Admin fee / account holder | $53 | $210-75.0% | $5,377-99.0% | $145-63.7% |