Filed April 1, 2011
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 27 · EIN 35-2552359 | Advisory (Plan) | $34,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,916 |
BENEFIT AUDIT GROUP, LLC1 year Service code 10 · EIN 21-9987163 | Accounting | $10,400 |
JUNO FINANCIAL GROUP1 year Service code 27 · EIN 30-1151813 | Advisory (Plan) | $5,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,876 | $106,028+21.5% | $146,958-12.3% | $77,643+66.0% |
| Participation rate | 93.1% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | 16.83% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,232 | $4,063-45.1% | $4,933-54.8% | $2,726-18.1% |
| Participant deferral / active EE | $12,023 | $7,990+50.5% | $8,070+49.0% | $4,647+158.7% |
| Admin fee / account holder | $118 | $337-65.0% | $12,998-99.1% | $430-72.6% |