Filed March 17, 2010
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 | $41,640 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,505 | $63,770-2.0% | $71,209-12.2% | $102,872-39.2% |
| Participation rate | 9.5% | 61.0%-51.5pp | 73.8%-64.3pp | 73.0%-63.5pp |
| Annual return | 15.94% | 16.01%-0.1pp | 282.51%-266.6pp | 19.06%-3.1pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $433 | $3,587-87.9% | $4,175-89.6% | $5,535-92.2% |
| Admin fee / account holder | $256 | $220+16.5% | $5,349-95.2% | $292-12.4% |