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 | $14,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,155 | $37,196-53.9% | $154,107-88.9% | $55,725-69.2% |
| Participation rate | 32.6% | 64.1%-31.4pp | 83.0%-50.4pp | 70.9%-38.2pp |
| Annual return | -3.76% | 1319.68%-1323.4pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,013 | $2,068-51.0% | $5,081-80.1% | $3,356-69.8% |
| Admin fee / account holder | $45 | $102-55.7% | $13,411-99.7% | $115-61.0% |