Filed April 8, 2008
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 13 · EIN 06-1050034 | Contract Administrator | $6,667 |
Filed as: SIGNATOR INVESTORS INC Service code 33 · EIN 04-3283827 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,140 | $80,177-62.4% | $123,892-75.7% | $57,658-47.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.28% | 17.90%-8.6pp | 47.52%-38.2pp | 5.13%+4.1pp |
| Employer contribution / active EE | $444 | $2,913-84.7% | $4,617-90.4% | $1,974-77.5% |
| Participant deferral / active EE | $4,898 | $5,130-4.5% | $5,984-18.2% | $3,061+60.0% |
| Admin fee / account holder | $21 | $106-80.7% | $8,357-99.8% | $95-78.3% |