Filed February 20, 2009
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 52 · EIN 04-1590850 | Indirect Investment Fees | $226,281 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,292 | $58,758-57.0% | $70,014-63.9% | $63,975-60.5% |
| Participation rate | 94.0% | 77.5%+16.6pp | 71.8%+22.2pp | 71.1%+22.9pp |
| Annual return | 8.18% | 18.05%-9.9pp | 12.99%-4.8pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,447 | $1,973-26.6% | $2,338-38.1% | $2,182-33.7% |
| Participant deferral / active EE | $1,622 | $2,912-44.3% | $2,931-44.7% | $3,356-51.7% |
| Admin fee / account holder | $96 | $71+35.6% | $4,380-97.8% | $70+36.7% |