Filed April 30, 2008
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 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $11,394 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,759 | $37,213-49.6% | $156,549-88.0% | $63,975-70.7% |
| Participation rate | 10.0% | 65.0%-55.0pp | 84.0%-74.0pp | 71.1%-61.2pp |
| Annual return | 10.74% | 47.89%-37.1pp | 32.23%-21.5pp | 48.65%-37.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $258 | $2,070-87.5% | $4,871-94.7% | $3,356-92.3% |
| Admin fee / account holder | $65 | $56+16.3% | $13,027-99.5% | $70-7.0% |