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 CONSERVANCY7+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $17,388 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,180 |
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,055 | $65,061-46.1% | $143,757-75.6% | $66,914-47.6% |
| Participation rate | 85.0% | 65.2%+19.8pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -10.53% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,052 | $2,919-29.7% | $5,637-63.6% | $4,237-51.6% |
| Admin fee / account holder | $164 | $502-67.4% | $14,673-98.9% | $593-72.4% |