Filed September 24, 2013
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 60 · EIN 04-2647786 | Sub-TA Fees | $2,780 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,620 | $50,175-31.0% | $99,443-65.2% | $65,185-46.9% |
| Participation rate | 86.1% | 68.4%+17.7pp | 73.8%+12.2pp | 70.2%+15.9pp |
| Annual return | 22.95% | 25.36%-2.4pp | 30.72%-7.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $681 | $1,496-54.5% | $2,540-73.2% | $2,177-68.7% |
| Participant deferral / active EE | $2,682 | $2,748-2.4% | $3,619-25.9% | $3,514-23.7% |
| Admin fee / account holder | $22 | $398-94.6% | $6,250-99.7% | $847-97.5% |