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 GROUP5+ years Service code 16 · EIN 20-8532658 | Consulting | $50,000 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$176,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,540 | $63,259-47.0% | $178,490-81.2% | $93,223-64.0% |
| Participation rate | 95.5% | 72.1%+23.3pp | 81.9%+13.6pp | 74.9%+20.6pp |
| Annual return | 17.93% | 19.93%-2.0pp | 151.07%-133.1pp | 19.29%-1.4pp |
| Employer contribution / active EE | $3,968 | $1,865+112.8% | $5,011-20.8% | $2,680+48.1% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | -$6 | $58-109.7% | $13,984-100.0% | $79-107.1% |