Filed March 25, 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 15 · EIN 35-0145825 | Recordkeeping | $16,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,211 | $60,989-70.1% | $60,874-70.1% | $66,914-72.8% |
| Participation rate | 47.7% | 74.5%-26.8pp | 73.1%-25.4pp | 69.8%-22.1pp |
| Annual return | -13.44% | -9.60%-3.8pp | 16.90%-30.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,621 | $2,661-39.1% | $2,701-40.0% | $2,544-36.3% |
| Participant deferral / active EE | $781 | $3,615-78.4% | $3,817-79.6% | $4,237-81.6% |
| Admin fee / account holder | $32 | $338-90.4% | $3,224-99.0% | $593-94.5% |