Filed February 11, 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) | $12,817 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,886 | $52,670-52.8% | $90,404-72.5% | $73,409-66.1% |
| Participation rate | 58.3% | 67.7%-9.4pp | 72.7%-14.4pp | 72.2%-13.9pp |
| Annual return | 16.44% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $560 | $1,872-70.1% | $3,262-82.8% | $2,234-74.9% |
| Participant deferral / active EE | $1,129 | $2,807-59.8% | $3,963-71.5% | $3,805-70.3% |
| Admin fee / account holder | $112 | $117-4.2% | $5,611-98.0% | $158-29.2% |