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 | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,440 | $47,126-52.4% | $149,673-85.0% | $74,419-69.8% |
| Participation rate | 82.6% | 63.4%+19.2pp | 78.8%+3.8pp | 70.7%+11.9pp |
| Annual return | 16.76% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $783 | $1,905-58.9% | $4,818-83.8% | $2,637-70.3% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $343-99.5% | $13,210-100.0% | $348-99.5% |