Filed December 20, 2012
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 37 · EIN 04-2647786 | Loan Processing | $132,055 |
ABACUS CPAS, LLC1+ years Service code 10 · EIN 27-2328447 | Accounting | $8,000 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,948 | $54,281-24.6% | $60,547-32.4% | $59,188-30.8% |
| Participation rate | 36.6% | 66.8%-30.1pp | 68.0%-31.3pp | 69.4%-32.8pp |
| Annual return | -1.36% | 1.74%-3.1pp | 335.64%-337.0pp | 5.51%-6.9pp |
| Employer contribution / active EE | $881 | $2,031-56.6% | $2,419-63.6% | $2,098-58.0% |
| Participant deferral / active EE | $1,611 | $2,789-42.2% | $3,328-51.6% | $3,265-50.7% |
| Admin fee / account holder | $269 | $64+317.5% | $4,536-94.1% | $92+192.0% |