Filed February 21, 2011 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $27,094 |
ELLIOTT GROUP CPAS, PLLC1 year Filed as: ELLIOTT GROUP CPA'S, PLLC Service code 10 · EIN 45-4771754 | Accounting | $15,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,253 | $65,908-34.4% | $81,812-47.1% | $77,643-44.3% |
| Participation rate | 19.3% | 65.8%-46.5pp | 72.3%-53.0pp | 70.6%-51.3pp |
| Annual return | 11.99% | 26.64%-14.7pp | 773.79%-761.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $391 | $2,370-83.5% | $2,912-86.6% | $2,726-85.7% |
| Participant deferral / active EE | $983 | $3,505-71.9% | $4,319-77.2% | $4,647-78.8% |
| Admin fee / account holder | $328 | $526-37.6% | $7,386-95.6% | $430-23.7% |