Filed December 24, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $21,810 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,320 | $56,485-76.4% | $185,823-92.8% | $86,799-84.7% |
| Participation rate | 88.7% | 65.5%+23.2pp | 81.7%+7.0pp | 72.3%+16.4pp |
| Annual return | 24.52% | 118.04%-93.5pp | 122.05%-97.5pp | 97.91%-73.4pp |
| Employer contribution / active EE | $826 | $1,843-55.2% | $5,167-84.0% | $2,405-65.6% |
| Participant deferral / active EE | $840 | $2,553-67.1% | $5,568-84.9% | $4,131-79.7% |
| Admin fee / account holder | $29 | $150-80.6% | $16,237-99.8% | $170-82.8% |