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 CONSERVANCY10+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $15,219 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $888 |
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 | $41,951 | $80,717-48.0% | $154,803-72.9% | $84,808-50.5% |
| Participation rate | 85.6% | 66.8%+18.8pp | 78.1%+7.5pp | 68.3%+17.3pp |
| Annual return | 14.19% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,285 | $3,303-30.8% | $5,540-58.7% | $4,212-45.7% |
| Admin fee / account holder | $135 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |