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 | $400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,550 | $79,428+17.8% | $106,548-12.2% | $79,386+17.8% |
| Participation rate | 51.9% | 74.1%-22.2pp | 76.1%-24.2pp | 70.7%-18.8pp |
| Annual return | 28.87% | 18.27%+10.6pp | 26.80%+2.1pp | 116.85%-88.0pp |
| Employer contribution / active EE | $1,028 | $2,234-54.0% | $2,819-63.5% | $2,427-57.7% |
| Participant deferral / active EE | $2,195 | $3,823-42.6% | $4,398-50.1% | $4,046-45.7% |
| Admin fee / account holder | $3 | $523-99.4% | $7,407-100.0% | $626-99.5% |