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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $75,000 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,175,607 |
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 | $17,307 | $43,110-59.9% | $156,549-88.9% | $65,292-73.5% |
| Participation rate | 94.7% | 69.3%+25.4pp | 84.0%+10.7pp | 72.4%+22.3pp |
| Annual return | 8.42% | 11.24%-2.8pp | 32.23%-23.8pp | 11.84%-3.4pp |
| Employer contribution / active EE | $2,800 | $1,702+64.5% | $5,501-49.1% | $2,302+21.6% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $14 | $47-70.2% | $13,027-99.9% | $57-75.5% |