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 GROUP4+ years Service code 16 · EIN 20-8532658 | Consulting | $62,500 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$171,555 |
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 | $27,943 | $53,565-47.8% | $172,739-83.8% | $82,204-66.0% |
| Participation rate | 95.8% | 69.6%+26.1pp | 82.6%+13.1pp | 73.4%+22.4pp |
| Annual return | 24.06% | 31.42%-7.4pp | 802.84%-778.8pp | 26.31%-2.3pp |
| Employer contribution / active EE | $3,652 | $1,857+96.7% | $5,143-29.0% | $2,707+34.9% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | -$11 | $61-118.3% | $13,954-100.1% | $76-114.9% |