Filed February 18, 2010 (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 | $2,941 |
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 | $100,540 | $41,854+140.2% | $73,843+36.2% | $52,331+92.1% |
| Participation rate | 93.5% | 66.2%+27.2pp | 73.4%+20.0pp | 68.1%+25.4pp |
| Annual return | 1.07% | 2.11%-1.0pp | 2267.84%-2266.8pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,745 | $1,920-9.1% | $2,787-37.4% | $1,882-7.2% |
| Participant deferral / active EE | $6,298 | $2,498+152.1% | $3,583+75.8% | $3,022+108.4% |
| Admin fee / account holder | $2 | $493-99.7% | $4,880-100.0% | $592-99.7% |