Filed March 27, 2007
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 | $1,440 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,674 | $85,202-0.6% | $172,739-51.0% | $72,985+16.0% |
| Participation rate | 97.2% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 24.15% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,560 | $3,324-23.0% | $5,143-50.2% | $2,440+4.9% |
| Participant deferral / active EE | $6,891 | $3,260+111.4% | $5,198+32.6% | $3,607+91.0% |
| Admin fee / account holder | $13 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |