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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,081 | $66,310+2.7% | $93,606-27.3% | $65,185+4.4% |
| Participation rate | 61.0% | 74.0%-13.0pp | 75.8%-14.8pp | 70.2%-9.2pp |
| Annual return | 24.40% | 42.58%-18.2pp | 32.76%-8.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,452 | $2,012-27.9% | $2,718-46.6% | $2,177-33.3% |
| Participant deferral / active EE | $2,829 | $3,342-15.3% | $4,069-30.5% | $3,514-19.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |