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 | $37,466 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,998 | $61,156-28.1% | $185,823-76.3% | $79,386-44.6% |
| Participation rate | 53.5% | 66.6%-13.1pp | 81.7%-28.2pp | 70.7%-17.2pp |
| Annual return | 12.82% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,893 | $2,789-32.1% | $5,568-66.0% | $4,046-53.2% |
| Admin fee / account holder | $6 | $710-99.1% | $16,237-100.0% | $626-99.0% |