Filed June 1, 2012 (most recent of 4 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant 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 | $31,696 | $36,916-14.1% | $156,549-79.8% | $57,658-45.0% |
| Participation rate | 71.3% | 63.4%+7.8pp | 84.0%-12.7pp | 70.2%+1.1pp |
| Annual return | 5.73% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,735 | $1,571+10.5% | $5,501-68.5% | $1,974-12.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |