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 | $1,349 |
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 | $113,944 | $44,873+153.9% | $79,464+43.4% | $56,287+102.4% |
| Participation rate | 95.5% | 68.7%+26.7pp | 73.3%+22.1pp | 69.9%+25.6pp |
| Annual return | -3.92% | 0.81%-4.7pp | 718.14%-722.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,955 | $2,140-8.6% | $2,800-30.2% | $2,111-7.4% |
| Participant deferral / active EE | $7,696 | $2,746+180.3% | $3,704+107.8% | $3,350+129.8% |
| Admin fee / account holder | $4 | $418-99.1% | $5,113-99.9% | $521-99.3% |