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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,493 | $58,083+17.9% | $80,019-14.4% | $56,287+21.7% |
| Participation rate | 62.7% | 73.6%-10.9pp | 75.8%-13.1pp | 69.9%-7.2pp |
| Annual return | -7.09% | 34.61%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,294 | $1,932-33.0% | $2,468-47.6% | $2,111-38.7% |
| Participant deferral / active EE | $2,734 | $3,135-12.8% | $3,686-25.8% | $3,350-18.4% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |