Filed May 14, 2013
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 64 · EIN 71-0294708 | Recordkeeping Fees | $35,286 |
Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $8,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,699 | $61,272-58.1% | $149,673-82.8% | $71,457-64.0% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.6pp | 67.9%+20.4pp |
| Annual return | 18.47% | 35.85%-17.4pp | 134.42%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $659 | $2,378-72.3% | $4,818-86.3% | $2,588-74.5% |
| Participant deferral / active EE | $2,898 | $2,917-0.7% | $5,680-49.0% | $4,289-32.4% |
| Admin fee / account holder | $128 | $1,261-89.8% | $13,210-99.0% | $1,587-91.9% |