Filed January 27, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
MSL, P.A.3 years Service code 10 · EIN 59-3070669 | Accounting | $5,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $2,173 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $18,004 | $73,867-75.6% | $143,757-87.5% | $68,494-73.7% |
| Participation rate | 43.7% | 66.7%-23.0pp | 80.3%-36.6pp | 67.9%-24.2pp |
| Annual return | -11.96% | 1.01%-13.0pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $598 | $3,184-81.2% | $4,951-87.9% | $2,596-77.0% |
| Participant deferral / active EE | $527 | $3,384-84.4% | $5,637-90.7% | $4,027-86.9% |
| Admin fee / account holder | $101 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |