Filed November 17, 2015
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 |
|---|---|---|
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $39,803 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,318 | $55,453-32.7% | $170,442-78.1% | $62,292-40.1% |
| Participation rate | 47.5% | 66.4%-18.9pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 11.91% | 21.38%-9.5pp | 205.93%-194.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $677 | $2,164-68.7% | $5,433-87.5% | $2,042-66.9% |
| Participant deferral / active EE | $1,251 | $2,303-45.7% | $4,939-74.7% | $3,169-60.5% |
| Admin fee / account holder | $378 | $455-17.0% | $13,880-97.3% | $479-21.2% |