Filed December 2, 2011
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 6-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 37 · EIN 04-2647786 | Loan Processing | $86,868 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,837 | $79,519-68.8% | $95,952-74.1% | $73,409-66.2% |
| Participation rate | 87.6% | 81.2%+6.4pp | 77.1%+10.5pp | 72.2%+15.4pp |
| Annual return | 14.58% | 19.20%-4.6pp | 91.61%-77.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,525 | $2,048-25.6% | $2,541-40.0% | $2,234-31.7% |
| Participant deferral / active EE | $2,574 | $4,138-37.8% | $4,167-38.2% | $3,805-32.4% |
| Admin fee / account holder | $309 | $184+67.8% | $6,795-95.4% | $158+95.9% |