Filed June 17, 2012
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 13 · EIN 42-0127290 | Contract Administrator | $29,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,411 | $50,982-71.7% | $154,803-90.7% | $85,563-83.2% |
| Participation rate | 89.7% | 59.8%+29.9pp | 78.1%+11.6pp | 66.0%+23.7pp |
| Annual return | 11.63% | 30.35%-18.7pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $966 | $1,708-43.5% | $4,305-77.6% | $2,654-63.6% |
| Participant deferral / active EE | $1,704 | $2,474-31.1% | $5,540-69.2% | $4,375-61.0% |
| Admin fee / account holder | $94 | $846-88.8% | $14,329-99.3% | $834-88.7% |