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 | $725 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,184 | $56,443+84.6% | $83,848+24.3% | $55,725+87.0% |
| Participation rate | 99.7% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | 12.49% | 393.67%-381.2pp | 850.88%-838.4pp | 244.93%-232.4pp |
| Employer contribution / active EE | $3,154 | $2,682+17.6% | $3,631-13.1% | $2,078+51.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $156-97.5% | $5,478-99.9% | $115-96.6% |