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 | $42,687 |
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 | $89,317 | $136,307-34.5% | $177,821-49.8% | $73,488+21.5% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | 14.16% | 18.68%-4.5pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $6,348 | $3,712+71.0% | $5,918+7.3% | $2,270+179.6% |
| Participant deferral / active EE | $6,365 | $5,829+9.2% | $7,714-17.5% | $3,740+70.2% |
| Admin fee / account holder | $191 | $596-67.9% | $12,427-98.5% | $513-62.7% |