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) | $15,375 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,114 | $47,722-39.0% | $82,719-64.8% | $64,808-55.1% |
| Participation rate | 36.0% | 67.6%-31.6pp | 72.6%-36.5pp | 71.5%-35.5pp |
| Annual return | -12.90% | -13.05%+0.2pp | 701.18%-714.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $475 | $2,179-78.2% | $3,009-84.2% | $2,506-81.0% |
| Participant deferral / active EE | $725 | $3,329-78.2% | $4,395-83.5% | $4,310-83.2% |
| Admin fee / account holder | $143 | $143+0.3% | $5,329-97.3% | $188-23.7% |