Filed October 11, 2011 (most recent of 3 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 52 · EIN 04-1590850 | Indirect Investment Fees | $36,130 |
C E S INS AGENCY INC1+ years Service code 53 · EIN 04-2865307 | Insurance Commissions | $32,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,031 | $51,769+72.0% | $57,343+55.3% | $52,331+70.1% |
| Participation rate | 70.7% | 75.2%-4.5pp | 75.1%-4.3pp | 68.1%+2.6pp |
| Annual return | 0.58% | 2.43%-1.8pp | 24.39%-23.8pp | 4.54%-4.0pp |
| Employer contribution / active EE | $4,060 | $2,335+73.8% | $2,689+51.0% | $1,882+115.7% |
| Participant deferral / active EE | $4,511 | $2,794+61.5% | $3,162+42.6% | $3,022+49.3% |
| Admin fee / account holder | $235 | $295-20.4% | $3,356-93.0% | $592-60.3% |