Filed June 1, 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 15 · EIN 35-0145825 | Recordkeeping | $13,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,015 | $46,732-52.9% | $156,549-85.9% | $55,167-60.1% |
| Participation rate | 39.3% | 65.8%-26.5pp | 84.0%-44.7pp | 69.0%-29.7pp |
| Annual return | 6.06% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $412 | $2,105-80.4% | $5,501-92.5% | $1,963-79.0% |
| Participant deferral / active EE | $817 | $2,204-63.0% | $4,871-83.2% | $3,054-73.3% |
| Admin fee / account holder | $11 | $418-97.3% | $13,027-99.9% | $504-97.8% |