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 | $54,729 |
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 | $45,813 | $132,049-65.3% | $200,582-77.2% | $74,304-38.3% |
| Participation rate | 83.7% | 84.1%-0.3pp | 86.9%-3.2pp | 60.3%+23.4pp |
| Annual return | 23.32% | 22.22%+1.1pp | 42.33%-19.0pp | 29.43%-6.1pp |
| Employer contribution / active EE | $2,596 | $4,558-43.0% | $6,419-59.6% | $2,241+15.8% |
| Participant deferral / active EE | $3,319 | $7,213-54.0% | $9,331-64.4% | $3,767-11.9% |
| Admin fee / account holder | $271 | $2,405-88.7% | $16,305-98.3% | $2,969-90.9% |