Filed November 30, 2013 (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 27 · EIN 35-2552359 | Advisory (Plan) | $39,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,757 |
Service code 10 · EIN 39-1203191 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,582 | $63,114+27.7% | $92,893-13.3% | $65,185+23.6% |
| Participation rate | 87.7% | 68.8%+18.9pp | 76.0%+11.7pp | 70.2%+17.5pp |
| Annual return | 23.56% | 28.75%-5.2pp | 109.41%-85.9pp | 29.38%-5.8pp |
| Employer contribution / active EE | $621 | $2,571-75.9% | $3,653-83.0% | $2,177-71.5% |
| Participant deferral / active EE | $2,810 | $3,108-9.6% | $4,236-33.7% | $3,514-20.0% |
| Admin fee / account holder | $339 | $624-45.6% | $5,794-94.1% | $847-60.0% |