Filed March 22, 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 13 · EIN 06-1050034 | Contract Administrator | $7,975 |
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 | $69,722 | $38,925+79.1% | $73,843-5.6% | $55,191+26.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 1.78% | 6.31%-4.5pp | 2267.84%-2266.1pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,945 | $1,695+191.8% | $2,787+77.4% | $1,899+160.4% |
| Participant deferral / active EE | $7,243 | $2,351+208.1% | $3,583+102.1% | $3,046+137.8% |
| Admin fee / account holder | $9 | $83-89.2% | $4,880-99.8% | $91-90.1% |