Filed December 28, 2011
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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,150 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,085 |
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 | $105,733 | $54,320+94.6% | $67,652+56.3% | $52,331+102.0% |
| Participation rate | 73.5% | 73.6%-0.1pp | 75.7%-2.2pp | 68.1%+5.4pp |
| Annual return | 1.92% | 6.81%-4.9pp | 6625.04%-6623.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,046 | $1,544-32.3% | $2,266-53.8% | $1,882-44.4% |
| Participant deferral / active EE | $4,483 | $2,950+52.0% | $3,560+25.9% | $3,022+48.3% |
| Admin fee / account holder | $40 | $527-92.5% | $4,821-99.2% | $592-93.3% |