Filed November 25, 2008
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 | $14,100 |
TWRU2 years Filed as: TWRU CPAS AND FINANCIAL ADVISORS Service code 99 · EIN 11-1000111 | Other Fees | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,535 | $73,102+52.6% | $123,544-9.7% | $56,287+98.2% |
| Participation rate | 58.7% | 74.3%-15.7pp | 82.3%-23.6pp | 69.9%-11.2pp |
| Annual return | -4.08% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $505 | $2,977-83.0% | $4,628-89.1% | $2,111-76.1% |
| Participant deferral / active EE | $5,067 | $5,423-6.6% | $6,426-21.1% | $3,350+51.3% |
| Admin fee / account holder | $88 | $554-84.1% | $9,284-99.1% | $521-83.1% |