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 GROUP8+ years Service code 16 · EIN 20-8532658 | Consulting | $37,500 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$310,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,279 | $68,330-48.4% | $149,673-76.4% | $96,393-63.4% |
| Participation rate | 96.4% | 74.6%+21.8pp | 78.8%+17.6pp | 71.3%+25.1pp |
| Annual return | 20.43% | 29.64%-9.2pp | 134.42%-114.0pp | 22.88%-2.4pp |
| Employer contribution / active EE | $4,719 | $2,139+120.6% | $4,818-2.1% | $3,238+45.7% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | -$23 | $52-144.8% | $13,210-100.2% | $74-131.5% |