Filed January 30, 2013
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 16 · EIN 45-3264817 | Consulting | $22,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,707 | $56,629-29.9% | $77,999-49.1% | $55,167-28.0% |
| Participation rate | 46.0% | 73.3%-27.3pp | 75.5%-29.6pp | 69.0%-23.0pp |
| Annual return | 6.15% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $559 | $1,723-67.6% | $2,470-77.4% | $1,963-71.5% |
| Participant deferral / active EE | $1,657 | $2,777-40.3% | $3,497-52.6% | $3,054-45.7% |
| Admin fee / account holder | $358 | $467-23.2% | $5,480-93.5% | $504-28.9% |