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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,307 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 655 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $45,342 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,485 | $67,512-43.0% | $185,823-79.3% | $93,030-58.6% |
| Participation rate | 42.7% | 67.1%-24.4pp | 81.7%-39.0pp | 73.9%-31.2pp |
| Annual return | 16.95% | 21.04%-4.1pp | 122.05%-105.1pp | 158.70%-141.8pp |
| Employer contribution / active EE | $167 | $1,783-90.6% | $5,167-96.8% | $2,706-93.8% |
| Participant deferral / active EE | $2,559 | $3,035-15.7% | $5,568-54.0% | $4,562-43.9% |
| Admin fee / account holder | $104 | $318-67.4% | $16,237-99.4% | $152-31.6% |