Filed December 22, 2009
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 13-3689044 | Recordkeeping | $13,515 |
ROSENBAUM FINANCIAL4+ years Service code 27 · EIN 93-0894343 | Advisory (Plan) | $9,562 |
Annual investment return 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 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 | $41,473 | $49,227-15.8% | $70,449-41.1% | $79,858-48.1% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 4.63% | 30.06%-25.4pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $2,150 | $2,099+2.5% | $2,737-21.4% | $2,471-13.0% |
| Participant deferral / active EE | $1,899 | $2,768-31.4% | $3,709-48.8% | $3,740-49.2% |
| Admin fee / account holder | $233 | $2,878-91.9% | $3,845-93.9% | $5,306-95.6% |