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 | $27,989 |
Annual investment return 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.
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 | $14,685 | $57,610-74.5% | $154,803-90.5% | $102,872-85.7% |
| Participation rate | 81.5% | 59.5%+22.0pp | 78.1%+3.4pp | 73.0%+8.5pp |
| Annual return | 10.89% | 30.49%-19.6pp | 58.88%-48.0pp | 19.06%-8.2pp |
| Employer contribution / active EE | $697 | $1,883-63.0% | $4,305-83.8% | $3,526-80.2% |
| Participant deferral / active EE | $1,074 | $2,914-63.1% | $5,540-80.6% | $5,535-80.6% |
| Admin fee / account holder | $30 | $368-91.9% | $14,329-99.8% | $292-89.7% |