Filed April 26, 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 01-0233346 | Recordkeeping | $560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,112 | $52,884-39.3% | $84,750-62.1% | $55,167-41.8% |
| Participation rate | 55.7% | 67.5%-11.8pp | 76.6%-20.9pp | 69.0%-13.3pp |
| Annual return | 7.98% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $368 | $2,233-83.5% | $3,574-89.7% | $1,963-81.3% |
| Participant deferral / active EE | $1,915 | $2,644-27.6% | $3,712-48.4% | $3,054-37.3% |
| Admin fee / account holder | $243 | $581-58.2% | $5,332-95.4% | $504-51.8% |