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 | $14,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,380 | $47,126-63.1% | $149,673-88.4% | $74,419-76.6% |
| Participation rate | 69.5% | 63.4%+6.1pp | 78.8%-9.2pp | 70.7%-1.2pp |
| Annual return | 19.06% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $721 | $1,905-62.2% | $4,818-85.0% | $2,637-72.7% |
| Participant deferral / active EE | $1,679 | $2,728-38.4% | $5,680-70.4% | $4,528-62.9% |
| Admin fee / account holder | $59 | $343-82.7% | $13,210-99.6% | $348-83.0% |