Filed June 8, 2009 (most recent of 3 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 99 · EIN 61-1758632 | Other Fees | $40,000 |
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 | $214,671 | $98,982+116.9% | $162,163+32.4% | $65,185+229.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.68% | 24.84%-1.2pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $9,685 | $3,467+179.4% | $5,614+72.5% | $2,177+344.9% |
| Participant deferral / active EE | $7,609 | $5,384+41.3% | $7,298+4.3% | $3,514+116.5% |
| Admin fee / account holder | $21 | $596-96.5% | $10,843-99.8% | $847-97.5% |