Filed July 4, 2010 (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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,841 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 655 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $29,178 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $11,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,521 | $47,456-29.4% | $172,739-80.6% | $77,787-56.9% |
| Participation rate | 35.3% | 66.3%-30.9pp | 82.6%-47.3pp | 73.2%-37.9pp |
| Annual return | 24.84% | 35.57%-10.7pp | 802.84%-778.0pp | 32.57%-7.7pp |
| Employer contribution / active EE | $844 | $1,574-46.4% | $5,143-83.6% | $2,504-66.3% |
| Participant deferral / active EE | $1,956 | $2,560-23.6% | $5,198-62.4% | $3,967-50.7% |
| Admin fee / account holder | $94 | $81+16.3% | $13,954-99.3% | $100-6.1% |