Filed August 27, 2013 (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 |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,694 | $52,293-64.3% | $178,490-89.5% | $73,409-74.5% |
| Participation rate | 55.9% | 65.3%-9.4pp | 81.9%-26.0pp | 72.2%-16.3pp |
| Annual return | 14.09% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $534 | $1,735-69.2% | $5,011-89.3% | $2,234-76.1% |
| Participant deferral / active EE | $1,272 | $2,332-45.5% | $5,202-75.5% | $3,805-66.6% |
| Admin fee / account holder | $70 | $127-45.0% | $13,984-99.5% | $158-55.6% |