Filed February 25, 2011 (most recent of 5 filings on file)
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 16 · EIN 20-8161914 | Consulting | $37,500 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $24,806 |
FID INV INST OPS CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$485,725 |
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 | $49,134 | $121,719-59.6% | $154,803-68.3% | $140,769-65.1% |
| Participation rate | 96.9% | 76.3%+20.7pp | 78.1%+18.9pp | 74.2%+22.8pp |
| Annual return | 21.04% | 19.22%+1.8pp | 58.88%-37.8pp | 16.82%+4.2pp |
| Employer contribution / active EE | $5,104 | $2,466+107.0% | $4,305+18.5% | $3,906+30.7% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $5,540-100.0% | $6,717-100.0% |
| Admin fee / account holder | -$33 | $71-146.0% | $14,329-100.2% | $229-114.2% |