Filed August 9, 2012 (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 |
|---|---|---|
EBS ASSET MANAGEMENT1+ years Service code 28 · EIN 31-1386402 | Investment Management | $11,278 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,341 | $53,412-13.2% | $68,509-32.4% | $52,331-11.4% |
| Participation rate | 68.8% | 71.7%-2.9pp | 74.7%-5.9pp | 68.1%+0.7pp |
| Annual return | -0.46% | 3.42%-3.9pp | 8.27%-8.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,080 | $1,607-32.8% | $2,278-52.6% | $1,882-42.6% |
| Participant deferral / active EE | $2,281 | $2,688-15.1% | $3,382-32.6% | $3,022-24.5% |
| Admin fee / account holder | $0 | $461-99.9% | $5,275-100.0% | $592-100.0% |