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 | $34,893 |
PRONVEST8+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $18,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,742 | $46,292-55.2% | $143,757-85.6% | $64,808-68.0% |
| Participation rate | 89.0% | 64.2%+24.7pp | 80.3%+8.7pp | 71.5%+17.5pp |
| Annual return | -13.38% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $550 | $1,910-71.2% | $4,951-88.9% | $2,506-78.0% |
| Participant deferral / active EE | $2,561 | $2,646-3.2% | $5,637-54.6% | $4,310-40.6% |
| Admin fee / account holder | $67 | $154-56.3% | $14,673-99.5% | $188-64.2% |