Filed January 3, 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 15 · EIN 35-0145825 | Recordkeeping | $39,576 |
Participant 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 | $70,712 | $47,126+50.1% | $149,673-52.8% | $74,419-5.0% |
| Participation rate | 94.4% | 63.4%+31.0pp | 78.8%+15.6pp | 70.7%+23.7pp |
| Annual return | 21.05% | 22.75%-1.7pp | 134.42%-113.4pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,977 | $1,905+161.2% | $4,818+3.3% | $2,637+88.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $28 | $343-91.7% | $13,210-99.8% | $348-91.8% |