Filed January 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 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 |
|---|---|---|
KOBO WEALTH CONSERVANCY4+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $15,475 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,697 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,112 | $52,953-54.5% | $172,739-86.0% | $65,185-63.0% |
| Participation rate | 89.4% | 66.2%+23.2pp | 82.6%+6.7pp | 70.2%+19.2pp |
| Annual return | 8.64% | 30.12%-21.5pp | 802.84%-794.2pp | 29.38%-20.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,489 | $2,471-39.7% | $5,198-71.3% | $3,514-57.6% |
| Admin fee / account holder | $122 | $472-74.2% | $13,954-99.1% | $847-85.6% |