Filed December 2, 2012 (most recent of 2 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 64 · EIN 71-0294708 | Recordkeeping Fees | $8,877 |
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 | $35,043 | $56,357-37.8% | $104,294-66.4% | $68,494-48.8% |
| Participation rate | 90.2% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -7.08% | -9.19%+2.1pp | 24.61%-31.7pp | -7.84%+0.8pp |
| Employer contribution / active EE | $3,663 | $1,960+86.9% | $3,372+8.6% | $2,596+41.1% |
| Participant deferral / active EE | $2,632 | $3,077-14.5% | $4,625-43.1% | $4,027-34.6% |
| Admin fee / account holder | $309 | $4,903-93.7% | $7,339-95.8% | $5,403-94.3% |