Filed July 13, 2010 (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 95-3845382 | Advisory (Plan) | $22,044 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,746 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $2,150 |
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 | $86,450 | $137,414-37.1% | $189,513-54.4% | $85,850+0.7% |
| Participation rate | 98.8% | 84.6%+14.2pp | 87.8%+11.0pp | 69.3%+29.5pp |
| Annual return | 13.56% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $6,390 | $4,344+47.1% | $6,162+3.7% | $2,565+149.1% |
| Participant deferral / active EE | $3,595 | $6,260-42.6% | $8,221-56.3% | $3,952-9.0% |
| Admin fee / account holder | $318 | $8,630-96.3% | $12,045-97.4% | $6,260-94.9% |