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 | $36,761 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,479 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 28 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Investment Management | $14,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,355 | $47,126-39.8% | $149,673-81.1% | $74,419-61.9% |
| Participation rate | 87.1% | 63.4%+23.7pp | 78.8%+8.3pp | 70.7%+16.3pp |
| Annual return | 15.50% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $715 | $1,905-62.5% | $4,818-85.2% | $2,637-72.9% |
| Participant deferral / active EE | $2,687 | $2,728-1.5% | $5,680-52.7% | $4,528-40.7% |
| Admin fee / account holder | $74 | $343-78.4% | $13,210-99.4% | $348-78.8% |