Filed September 4, 2009 (most recent of 2 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 9-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 15 · EIN 42-0223620 | Recordkeeping | $24,196 |
Service code 50 · EIN 75-2489868 | Direct Payment | $12,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,660 | $88,122-36.8% | $141,162-60.6% | $67,579-17.6% |
| Participation rate | 58.4% | 76.5%-18.1pp | 82.5%-24.1pp | 71.3%-12.9pp |
| Annual return | 19.74% | 75.40%-55.7pp | 71.39%-51.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,525 | $3,224-52.7% | $4,735-67.8% | $2,148-29.0% |
| Participant deferral / active EE | $2,458 | $5,958-58.7% | $6,709-63.4% | $3,539-30.6% |
| Admin fee / account holder | $311 | $131+137.3% | $10,261-97.0% | $142+118.3% |