Filed June 8, 2012 (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 60 · EIN 04-2647786 | Sub-TA Fees | $7,175 |
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 | $82,250 | $81,321+1.1% | $68,509+20.1% | $59,188+39.0% |
| Participation rate | 95.8% | 83.8%+12.0pp | 74.7%+21.1pp | 69.4%+26.4pp |
| Annual return | 0.08% | 4.65%-4.6pp | 8.27%-8.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $5,960 | $3,297+80.8% | $2,278+161.7% | $2,098+184.1% |
| Participant deferral / active EE | $8,161 | $4,592+77.7% | $3,382+141.3% | $3,265+150.0% |
| Admin fee / account holder | $3 | $62-95.2% | $5,275-99.9% | $92-96.8% |