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 | $0 |
Annual investment return 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 | $3,167 | $37,591-91.6% | $90,645-96.5% | $55,725-94.3% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.0%+13.1pp | 70.9%+16.3pp |
| Annual return | -9.57% | -3.20%-6.4pp | 1.88%-11.5pp | 244.93%-254.5pp |
| Employer contribution / active EE | $960 | $1,302-26.3% | $2,532-62.1% | $2,078-53.8% |
| Participant deferral / active EE | $1,146 | $2,643-56.7% | $3,425-66.5% | $3,356-65.9% |
| Admin fee / account holder | $14 | $100-86.3% | $4,994-99.7% | $115-88.1% |