Filed July 24, 2008
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 21 · EIN 16-0373410 | Bank Trustee | $3,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,892 | $56,485-61.2% | $185,823-88.2% | $86,799-74.8% |
| Participation rate | 91.5% | 65.5%+26.0pp | 81.7%+9.8pp | 72.3%+19.2pp |
| Annual return | 13.26% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $7,200 | $1,843+290.7% | $5,167+39.3% | $2,405+199.3% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $7 | $150-95.4% | $16,237-100.0% | $170-95.9% |