Filed August 29, 2007 (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 25 · EIN 04-2647786 | Directed Trustee | $12,654 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $160,531 | $89,739+78.9% | $149,718+7.2% | $62,292+157.7% |
| Participation rate | 97.3% | 85.1%+12.2pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 17.89% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $12,181 | $3,233+276.8% | $5,445+123.7% | $2,042+496.5% |
| Participant deferral / active EE | $8,622 | $4,797+79.7% | $6,569+31.3% | $3,169+172.1% |
| Admin fee / account holder | $62 | $551-88.8% | $11,283-99.5% | $479-87.1% |