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) | $49,684 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,503 |
Filed as: SVA CERTIFIED PUBLIC Service code 10 · EIN 39-1203191 | Accounting | $6,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,444 | $77,660+30.6% | $109,143-7.1% | $79,386+27.8% |
| Participation rate | 90.9% | 67.8%+23.1pp | 75.9%+15.0pp | 70.7%+20.2pp |
| Annual return | 18.14% | 23.44%-5.3pp | 25.75%-7.6pp | 116.85%-98.7pp |
| Employer contribution / active EE | $733 | $2,797-73.8% | $3,722-80.3% | $2,427-69.8% |
| Participant deferral / active EE | $3,171 | $3,518-9.8% | $4,653-31.8% | $4,046-21.6% |
| Admin fee / account holder | $436 | $732-40.5% | $6,752-93.6% | $626-30.5% |