Filed May 27, 2012
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 |
|---|---|---|
TRI-STAR TRUST BANK2+ years Service code 21 · EIN 38-3563619 | Bank Trustee | $23,910 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,469 |
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 | $31,681 | $46,732-32.2% | $156,549-79.8% | $55,167-42.6% |
| Participation rate | 73.3% | 65.8%+7.5pp | 84.0%-10.8pp | 69.0%+4.3pp |
| Annual return | 7.37% | 17.72%-10.3pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,241 | $2,105-41.1% | $5,501-77.4% | $1,963-36.8% |
| Participant deferral / active EE | $1,750 | $2,204-20.6% | $4,871-64.1% | $3,054-42.7% |
| Admin fee / account holder | $152 | $418-63.7% | $13,027-98.8% | $504-69.9% |