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 | $86,054 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,824 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,054 | $185,342-85.4% | $111,297-75.7% | $86,799-68.8% |
| Participation rate | 87.9% | 81.0%+6.9pp | 77.3%+10.6pp | 72.3%+15.6pp |
| Annual return | 13.02% | 500.80%-487.8pp | 54.65%-41.6pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,762 | $2,246-21.5% | $2,731-35.5% | $2,405-26.7% |
| Participant deferral / active EE | $3,275 | $4,458-26.5% | $4,487-27.0% | $4,131-20.7% |
| Admin fee / account holder | $315 | $255+23.3% | $7,964-96.0% | $170+85.8% |