Filed December 2, 2011 (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 26 · EIN 71-0294708 | Advisory (Participants) | $3,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,739 | $45,602+42.0% | $117,472-44.9% | $66,914-3.3% |
| Participation rate | 63.1% | 57.6%+5.5pp | 70.6%-7.5pp | 69.8%-6.7pp |
| Annual return | -15.49% | -16.74%+1.2pp | 29.74%-45.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,271 | $1,579-19.5% | $4,176-69.6% | $2,544-50.1% |
| Participant deferral / active EE | $2,668 | $2,845-6.2% | $4,070-34.5% | $4,237-37.0% |
| Admin fee / account holder | $67 | $661-89.8% | $5,645-98.8% | $593-88.7% |