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 | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,776 | $66,124+156.8% | $90,404+87.8% | $73,488+131.0% |
| Participation rate | 98.4% | 69.7%+28.7pp | 72.7%+25.7pp | 70.7%+27.7pp |
| Annual return | 15.97% | 17.65%-1.7pp | 1293.02%-1277.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,401 | $2,346+2.3% | $3,262-26.4% | $2,270+5.8% |
| Participant deferral / active EE | $10,086 | $3,039+231.9% | $3,963+154.5% | $3,740+169.7% |
| Admin fee / account holder | $4 | $396-99.0% | $5,611-99.9% | $513-99.2% |