Filed August 29, 2013 (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 27 · EIN 80-0833114 | Advisory (Plan) | $61,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,116 | $122,239+45.7% | $184,203-3.3% | $74,495+139.1% |
| Participation rate | 87.0% | 85.5%+1.5pp | 86.8%+0.1pp | 67.2%+19.8pp |
| Annual return | 14.20% | 19.95%-5.7pp | 28.81%-14.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,615 | $4,537-20.3% | $6,427-43.8% | $2,623+37.8% |
| Participant deferral / active EE | $8,209 | $7,139+15.0% | $9,131-10.1% | $4,346+88.9% |
| Admin fee / account holder | $381 | $1,260-69.7% | $13,901-97.3% | $1,942-80.4% |