Filed November 21, 2008
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 |
|---|---|---|
BRISCOE BURKE & GRIGSBY2+ years Service code 10 · EIN 73-1293012 | Accounting | $14,700 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,652 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,786 | $56,629-36.8% | $77,999-54.1% | $55,167-35.1% |
| Participation rate | 96.6% | 73.3%+23.2pp | 75.5%+21.0pp | 69.0%+27.6pp |
| Annual return | 6.22% | 2866.98%-2860.8pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $542 | $1,723-68.5% | $2,470-78.0% | $1,963-72.4% |
| Participant deferral / active EE | $2,054 | $2,777-26.0% | $3,497-41.3% | $3,054-32.8% |
| Admin fee / account holder | $121 | $467-74.0% | $5,480-97.8% | $504-75.9% |