Filed April 2, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $4,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $3,198 | $42,772-92.5% | $87,507-96.3% | $55,167-94.2% |
| Participation rate | 44.6% | 66.5%-21.9pp | 73.8%-29.3pp | 69.0%-24.4pp |
| Annual return | 52.79% | 21.20%+31.6pp | 12.21%+40.6pp | 169.23%-116.4pp |
| Employer contribution / active EE | $413 | $1,277-67.7% | $2,550-83.8% | $1,963-79.0% |
| Participant deferral / active EE | $640 | $2,342-72.7% | $3,149-79.7% | $3,054-79.0% |
| Admin fee / account holder | $32 | $461-93.1% | $4,221-99.2% | $504-93.7% |