Filed January 19, 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 01-0233346 | Recordkeeping | $1,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,681 | $50,498-19.4% | $75,781-46.3% | $55,191-26.3% |
| Participation rate | 28.6% | 69.4%-40.8pp | 75.8%-47.2pp | 69.2%-40.5pp |
| Annual return | -0.58% | 1.80%-2.4pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,301 | $2,589-49.8% | $3,651-64.4% | $3,046-57.3% |
| Admin fee / account holder | $25 | $123-79.6% | $5,299-99.5% | $91-72.4% |