Filed August 28, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $84,736 |
Service code 49 · EIN 38-2472555 | Other Services | $23,914 |
A123 SYSTEMS LLC1 year Service code 10 · EIN 61-1247430 | Accounting | $18,482 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,726 | $65,118-35.9% | $76,768-45.6% | $55,725-25.1% |
| Participation rate | 96.2% | 79.6%+16.6pp | 77.0%+19.3pp | 70.9%+25.4pp |
| Annual return | -9.79% | -1.27%-8.5pp | 2.43%-12.2pp | 244.93%-254.7pp |
| Employer contribution / active EE | $3,085 | $1,941+58.9% | $2,485+24.1% | $2,078+48.4% |
| Participant deferral / active EE | $9,142 | $3,688+147.9% | $3,852+137.4% | $3,356+172.4% |
| Admin fee / account holder | $182 | $116+57.1% | $6,675-97.3% | $115+58.1% |