Filed October 23, 2009 (most recent of 2 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 60 · EIN 04-2647786 | Sub-TA Fees | $870 |
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 | $54,883 | $43,133+27.2% | $89,391-38.6% | $73,488-25.3% |
| Participation rate | 10.2% | 55.0%-44.8pp | 68.0%-57.8pp | 70.7%-60.5pp |
| Annual return | 18.50% | 135.66%-117.2pp | 245.62%-227.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $995 | $2,445-59.3% | $3,890-74.4% | $3,740-73.4% |
| Admin fee / account holder | $22 | $444-95.0% | $4,881-99.5% | $513-95.7% |