Filed December 19, 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 |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $34,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,194 | $71,192-21.1% | $117,854-52.3% | $62,292-9.8% |
| Participation rate | 53.4% | 74.2%-20.8pp | 79.7%-26.3pp | 69.5%-16.1pp |
| Annual return | 16.51% | 18.66%-2.1pp | 335.08%-318.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $228 | $1,934-88.2% | $3,786-94.0% | $2,042-88.8% |
| Participant deferral / active EE | $1,801 | $3,189-43.5% | $4,482-59.8% | $3,169-43.2% |
| Admin fee / account holder | $267 | $587-54.6% | $8,020-96.7% | $479-44.3% |