Filed May 20, 2011
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 15 · EIN 13-3689044 | Recordkeeping | $43,641 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $9,898 |
INWEST RETIREMENT SOLUTIONS9+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $5,974 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,707 | $122,239-69.2% | $184,203-79.5% | $74,495-49.4% |
| Participation rate | 78.6% | 85.5%-6.9pp | 86.8%-8.2pp | 67.2%+11.4pp |
| Annual return | 13.09% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,098 | $4,537-53.8% | $6,427-67.4% | $2,623-20.0% |
| Participant deferral / active EE | $2,901 | $7,139-59.4% | $9,131-68.2% | $4,346-33.3% |
| Admin fee / account holder | $250 | $1,260-80.2% | $13,901-98.2% | $1,942-87.1% |