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 48-1205033 | Recordkeeping | $18,395 |
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 | $29,420 | $58,879-50.0% | $178,490-83.5% | $73,488-60.0% |
| Participation rate | 98.5% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.8pp |
| Annual return | 15.90% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,414 | $2,236+52.7% | $5,011-31.9% | $2,270+50.4% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $64 | $400-84.1% | $13,984-99.5% | $513-87.6% |