Filed May 17, 2011 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $20,440 |
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 | $48,447 | $71,666-32.4% | $117,854-58.9% | $69,631-30.4% |
| Participation rate | 79.3% | 77.5%+1.7pp | 79.7%-0.4pp | 70.7%+8.6pp |
| Annual return | 16.69% | 18.86%-2.2pp | 335.08%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,750 | $3,340-17.7% | $4,482-38.6% | $3,224-14.7% |
| Admin fee / account holder | $72 | $120-39.8% | $8,020-99.1% | $110-34.4% |