Filed March 10, 2010
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 15 · EIN 35-0145825 | Recordkeeping | $37,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,958 | $58,879-28.7% | $178,490-76.5% | $73,488-42.9% |
| Participation rate | 48.2% | 66.2%-18.0pp | 81.9%-33.7pp | 70.7%-22.5pp |
| Annual return | 15.20% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,567 | $2,567-39.0% | $5,202-69.9% | $3,740-58.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |