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 | $22,845 |
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 | $45,029 | $47,126-4.4% | $149,673-69.9% | $74,419-39.5% |
| Participation rate | 78.1% | 63.4%+14.7pp | 78.8%-0.7pp | 70.7%+7.4pp |
| Annual return | 21.75% | 22.75%-1.0pp | 134.42%-112.7pp | 34.38%-12.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,593 | $2,728+31.7% | $5,680-36.7% | $4,528-20.6% |
| Admin fee / account holder | $20 | $343-94.2% | $13,210-99.9% | $348-94.3% |