Filed May 6, 2012
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 35-0145825 | Recordkeeping | $39,539 |
PRONVEST4+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $22,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,487 | $37,196-34.2% | $154,107-84.1% | $55,725-56.1% |
| Participation rate | 88.7% | 64.1%+24.6pp | 83.0%+5.6pp | 70.9%+17.8pp |
| Annual return | -4.26% | 1319.68%-1323.9pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $104 | $1,614-93.6% | $5,298-98.0% | $2,078-95.0% |
| Participant deferral / active EE | $2,878 | $2,068+39.2% | $5,081-43.3% | $3,356-14.2% |
| Admin fee / account holder | $82 | $102-19.5% | $13,411-99.4% | $115-29.0% |