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 | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,574 | $46,292-59.9% | $143,757-87.1% | $64,808-71.3% |
| Participation rate | 86.8% | 64.2%+22.6pp | 80.3%+6.5pp | 71.5%+15.4pp |
| Annual return | -13.22% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,451 | $1,910-24.0% | $4,951-70.7% | $2,506-42.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $154-99.4% | $14,673-100.0% | $188-99.5% |