Filed July 20, 2001 (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 60 · EIN 04-2647786 | Sub-TA Fees | $91,950 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,044 | $55,516-87.3% | $75,781-90.7% | $59,188-88.1% |
| Participation rate | 54.4% | 73.6%-19.2pp | 75.8%-21.4pp | 69.4%-15.0pp |
| Annual return | 0.97% | -1.89%+2.9pp | 9.68%-8.7pp | 5.51%-4.5pp |
| Employer contribution / active EE | $772 | $2,604-70.3% | $3,323-76.8% | $2,098-63.2% |
| Participant deferral / active EE | $1,221 | $2,599-53.0% | $3,651-66.6% | $3,265-62.6% |
| Admin fee / account holder | $55 | $110-49.7% | $5,299-99.0% | $92-40.0% |