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 38 · EIN 35-0145825 | Participant Communication | $23,193 |
Employer contribution per participant 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 | $39,599 | $52,293-24.3% | $178,490-77.8% | $73,409-46.1% |
| Participation rate | 71.9% | 65.3%+6.6pp | 81.9%-10.0pp | 72.2%-0.2pp |
| Annual return | 19.73% | 34.75%-15.0pp | 151.07%-131.3pp | 59.29%-39.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,704 | $2,332+15.9% | $5,202-48.0% | $3,805-28.9% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |