Filed August 8, 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 37 · EIN 04-2647786 | Loan Processing | $39,959 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,442 |
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 | $78,949 | $75,419+4.7% | $392,568-79.9% | $67,579+16.8% |
| Participation rate | 79.5% | 74.8%+4.7pp | 78.1%+1.5pp | 71.3%+8.2pp |
| Annual return | 20.86% | 36.70%-15.8pp | 24.42%-3.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $760 | $2,636-71.2% | $3,783-79.9% | $2,148-64.6% |
| Participant deferral / active EE | $4,039 | $4,347-7.1% | $5,985-32.5% | $3,539+14.1% |
| Admin fee / account holder | $277 | $114+143.8% | $6,260-95.6% | $142+95.0% |