Filed September 21, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $13,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,039 | $55,416+425.2% | $75,972+283.1% | $77,643+274.8% |
| Participation rate | 54.1% | 63.6%-9.4pp | 69.1%-14.9pp | 70.6%-16.4pp |
| Annual return | 19.07% | 17.07%+2.0pp | 359.55%-340.5pp | 31.24%-12.2pp |
| Employer contribution / active EE | $665 | $1,788-62.8% | $2,685-75.2% | $2,726-75.6% |
| Participant deferral / active EE | $9,842 | $3,447+185.5% | $4,255+131.3% | $4,647+111.8% |
| Admin fee / account holder | $80 | $414-80.7% | $6,467-98.8% | $430-81.4% |