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 CONSERVANCY9+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $17,749 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,678 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,980 | $55,415-31.5% | $155,509-75.6% | $74,495-49.0% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.7pp | 67.2%+18.6pp |
| Annual return | 13.03% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,972 | $2,836-30.5% | $5,626-65.0% | $4,346-54.6% |
| Admin fee / account holder | $158 | $1,738-90.9% | $15,912-99.0% | $1,942-91.8% |