Filed December 27, 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 99 · EIN 58-2608124 | Other Fees | $36,424 |
MARCUM LLP1 year Service code 99 · EIN 11-1000111 | Other Fees | $8,300 |
Service code 49 | Other Services | $3,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,361 | $63,114+46.3% | $92,893-0.6% | $65,185+41.7% |
| Participation rate | 45.4% | 68.8%-23.4pp | 76.0%-30.6pp | 70.2%-24.8pp |
| Annual return | 24.92% | 28.75%-3.8pp | 109.41%-84.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,132 | $2,571-56.0% | $3,653-69.0% | $2,177-48.0% |
| Participant deferral / active EE | $2,192 | $3,108-29.5% | $4,236-48.2% | $3,514-37.6% |
| Admin fee / account holder | $481 | $624-22.8% | $5,794-91.7% | $847-43.2% |