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 12 · EIN 48-1205033 | Recordkeeping and information managem... | $15,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,818 | $62,928-57.4% | $172,739-84.5% | $67,579-60.3% |
| Participation rate | 54.5% | 64.5%-10.0pp | 82.6%-28.1pp | 71.3%-16.8pp |
| Annual return | 22.08% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,266 | $2,145+5.6% | $5,198-56.4% | $3,539-36.0% |
| Admin fee / account holder | $72 | $167-56.6% | $13,954-99.5% | $142-49.2% |