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) | $27,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,715 |
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 | $81,559 | $80,138+1.8% | $130,231-37.4% | $71,457+14.1% |
| Participation rate | 87.2% | 71.0%+16.2pp | 76.3%+10.9pp | 67.9%+19.3pp |
| Annual return | 14.30% | 16.81%-2.5pp | 38.77%-24.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $441 | $2,834-84.5% | $4,126-89.3% | $2,588-83.0% |
| Participant deferral / active EE | $4,668 | $4,641+0.6% | $6,799-31.3% | $4,289+8.8% |
| Admin fee / account holder | $225 | $1,035-78.2% | $6,020-96.3% | $1,587-85.8% |