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 | $620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,701 | $72,607+5.6% | $90,749-15.5% | $66,914+14.6% |
| Participation rate | 53.1% | 73.7%-20.6pp | 75.7%-22.6pp | 69.8%-16.7pp |
| Annual return | -13.88% | -12.28%-1.6pp | -12.16%-1.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,252 | $2,369-47.1% | $2,921-57.1% | $2,544-50.8% |
| Participant deferral / active EE | $2,768 | $3,977-30.4% | $4,564-39.4% | $4,237-34.7% |
| Admin fee / account holder | $5 | $707-99.3% | $8,445-99.9% | $593-99.2% |