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 GROUP7+ years Service code 16 · EIN 20-8532658 | Consulting | $50,000 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$327,649 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,341 | $52,346-40.1% | $143,757-78.2% | $78,044-59.8% |
| Participation rate | 94.6% | 72.7%+21.9pp | 80.3%+14.3pp | 74.4%+20.1pp |
| Annual return | -17.63% | -14.19%-3.4pp | -0.04%-17.6pp | 10.87%-28.5pp |
| Employer contribution / active EE | $4,451 | $2,131+108.9% | $4,951-10.1% | $3,125+42.4% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | -$19 | $63-130.5% | $14,673-100.1% | $79-124.5% |