Filed October 28, 2013
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,392 | $67,512-38.7% | $185,823-77.7% | $93,030-55.5% |
| Participation rate | 67.7% | 67.1%+0.6pp | 81.7%-14.0pp | 73.9%-6.2pp |
| Annual return | 13.66% | 21.04%-7.4pp | 122.05%-108.4pp | 158.70%-145.0pp |
| Employer contribution / active EE | $2,043 | $1,783+14.6% | $5,167-60.5% | $2,706-24.5% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $4 | $318-98.9% | $16,237-100.0% | $152-97.7% |