Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
SOMERSET CPAS3 years Service code 10 · EIN 20-1717681 | Accounting | $12,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,100 | $78,419-31.0% | $133,956-59.6% | $73,409-26.3% |
| Participation rate | 32.1% | 78.6%-46.5pp | 79.8%-47.8pp | 72.2%-40.1pp |
| Annual return | 16.02% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,068 | $2,044-47.8% | $3,919-72.8% | $2,234-52.2% |
| Participant deferral / active EE | $2,014 | $3,925-48.7% | $5,048-60.1% | $3,805-47.1% |
| Admin fee / account holder | $53 | $161-67.4% | $8,927-99.4% | $158-66.7% |