Filed March 6, 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 15 · EIN 39-0230590 | Recordkeeping | $17,876 |
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 | $27,764 | $52,953-47.6% | $172,739-83.9% | $65,185-57.4% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.4pp | 70.2%+27.9pp |
| Annual return | 20.44% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,523 | $2,190+60.9% | $5,143-31.5% | $2,177+61.9% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $71 | $472-84.9% | $13,954-99.5% | $847-91.6% |