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) | $30,354 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,678 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,142 | $69,848+17.6% | $115,756-29.0% | $66,914+22.8% |
| Participation rate | 80.0% | 70.6%+9.4pp | 77.1%+2.9pp | 69.8%+10.2pp |
| Annual return | -15.71% | 969.66%-985.4pp | 143.14%-158.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $319 | $2,613-87.8% | $3,793-91.6% | $2,544-87.4% |
| Participant deferral / active EE | $3,803 | $4,274-11.0% | $6,254-39.2% | $4,237-10.2% |
| Admin fee / account holder | $239 | $337-29.0% | $8,124-97.1% | $593-59.7% |