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 27 · EIN 35-2552359 | Advisory (Plan) | $30,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,995 | $82,130+27.8% | $453,369-76.8% | $79,386+32.3% |
| Participation rate | 78.3% | 73.4%+4.9pp | 78.0%+0.3pp | 70.7%+7.6pp |
| Annual return | 14.13% | 345.31%-331.2pp | 64.40%-50.3pp | 116.85%-102.7pp |
| Employer contribution / active EE | $252 | $2,659-90.5% | $4,070-93.8% | $2,427-89.6% |
| Participant deferral / active EE | $4,358 | $4,314+1.0% | $6,209-29.8% | $4,046+7.7% |
| Admin fee / account holder | $219 | $531-58.8% | $11,209-98.0% | $626-65.1% |