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 | $3,628 |
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 | $2,453 | $43,411-94.3% | $94,993-97.4% | $69,631-96.5% |
| Participation rate | 78.4% | 64.4%+14.0pp | 73.9%+4.5pp | 70.7%+7.7pp |
| Annual return | 20.88% | 22.54%-1.7pp | 27.12%-6.2pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $409 | $1,202-66.0% | $2,603-84.3% | $2,032-79.9% |
| Participant deferral / active EE | $721 | $2,384-69.7% | $3,317-78.3% | $3,224-77.6% |
| Admin fee / account holder | $11 | $87-87.6% | $4,960-99.8% | $110-90.2% |