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) | $15,749 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,298 | $58,290-42.9% | $98,442-66.2% | $86,799-61.6% |
| Participation rate | 48.4% | 68.3%-19.9pp | 73.3%-24.9pp | 72.3%-23.9pp |
| Annual return | 11.53% | 43.48%-32.0pp | 1492.73%-1481.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $752 | $2,008-62.5% | $2,960-74.6% | $2,405-68.7% |
| Participant deferral / active EE | $1,234 | $3,152-60.8% | $4,276-71.1% | $4,131-70.1% |
| Admin fee / account holder | $142 | $138+2.8% | $5,949-97.6% | $170-16.5% |