Filed August 31, 2011 (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 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $58,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,207 | $86,897-29.6% | $151,611-59.6% | $64,808-5.6% |
| Participation rate | 82.6% | 87.3%-4.7pp | 87.5%-4.9pp | 71.5%+11.1pp |
| Annual return | -14.91% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $5,360 | $4,010+33.7% | $6,166-13.1% | $2,506+113.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $53 | $153-65.4% | $11,616-99.5% | $188-71.9% |