Filed January 28, 2011
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 15 · EIN 35-0145825 | Recordkeeping | $91,240 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $13,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,574 | $36,916-0.9% | $156,549-76.6% | $57,658-36.6% |
| Participation rate | 63.1% | 63.4%-0.4pp | 84.0%-21.0pp | 70.2%-7.2pp |
| Annual return | 9.31% | 12.38%-3.1pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $699 | $1,571-55.5% | $5,501-87.3% | $1,974-64.6% |
| Participant deferral / active EE | $2,380 | $1,926+23.6% | $4,871-51.1% | $3,061-22.2% |
| Admin fee / account holder | $45 | $82-44.9% | $13,027-99.7% | $95-51.9% |