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 GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $37,500 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$223,880 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,393 | $44,007-15.0% | $154,107-75.7% | $68,904-45.7% |
| Participation rate | 95.3% | 70.0%+25.2pp | 83.0%+12.2pp | 74.1%+21.2pp |
| Annual return | -5.78% | 8.15%-13.9pp | 735.12%-740.9pp | 1.07%-6.9pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $5,227 | $2,813+85.8% | $5,081+2.9% | $4,015+30.2% |
| Admin fee / account holder | -$20 | $65-130.8% | $13,411-100.1% | $71-127.9% |