Filed February 10, 2010 (most recent of 2 filings on file)
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 | $7,318 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $15,313 | $55,453-72.4% | $170,442-91.0% | $62,292-75.4% |
| Participation rate | 49.7% | 66.4%-16.7pp | 83.6%-33.9pp | 69.5%-19.9pp |
| Annual return | 18.01% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $411 | $2,164-81.0% | $5,433-92.4% | $2,042-79.9% |
| Participant deferral / active EE | $1,598 | $2,303-30.6% | $4,939-67.7% | $3,169-49.6% |
| Admin fee / account holder | $111 | $455-75.6% | $13,880-99.2% | $479-76.8% |