Filed February 27, 2009 (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 42-0127290 | Contract Administrator | $38,510 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,456 | $98,982-25.8% | $162,163-54.7% | $65,185+12.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.65% | 24.84%-4.2pp | 115.59%-94.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $5,159 | $3,467+48.8% | $5,614-8.1% | $2,177+137.0% |
| Participant deferral / active EE | $5,114 | $5,384-5.0% | $7,298-29.9% | $3,514+45.5% |
| Admin fee / account holder | $173 | $596-71.0% | $10,843-98.4% | $847-79.6% |