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 | $910 |
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 | $120,236 | $50,637+137.4% | $86,590+38.9% | $62,292+93.0% |
| Participation rate | 96.3% | 67.9%+28.4pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 21.30% | 20.80%+0.5pp | 964.84%-943.5pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,789 | $2,075-13.8% | $2,839-37.0% | $2,042-12.4% |
| Participant deferral / active EE | $6,880 | $2,611+163.5% | $3,609+90.7% | $3,169+117.1% |
| Admin fee / account holder | $2 | $413-99.5% | $4,906-100.0% | $479-99.5% |