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 | $31,659 |
Service code 49 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,999 | $69,362+71.6% | $101,248+17.5% | $73,488+61.9% |
| Participation rate | 41.9% | 68.4%-26.5pp | 75.8%-33.9pp | 70.7%-28.8pp |
| Annual return | 17.80% | 18.46%-0.7pp | 46.47%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,243 | $2,628-52.7% | $3,660-66.0% | $2,270-45.2% |
| Participant deferral / active EE | $2,303 | $3,300-30.2% | $4,370-47.3% | $3,740-38.4% |
| Admin fee / account holder | $595 | $704-15.4% | $5,945-90.0% | $513+16.0% |