Filed February 25, 2011
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 | $863 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,621 | $55,453-73.6% | $170,442-91.4% | $62,292-76.5% |
| Participation rate | 74.2% | 66.4%+7.8pp | 83.6%-9.4pp | 69.5%+4.7pp |
| Annual return | 24.24% | 21.38%+2.9pp | 205.93%-181.7pp | 28.90%-4.7pp |
| Employer contribution / active EE | $1,195 | $2,164-44.8% | $5,433-78.0% | $2,042-41.5% |
| Participant deferral / active EE | $2,473 | $2,303+7.4% | $4,939-49.9% | $3,169-22.0% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |