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 | Shareholder servicing fees; Participa... | $64,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,508 | $100,227-28.7% | $169,993-57.9% | $74,419-3.9% |
| Participation rate | 82.9% | 87.3%-4.4pp | 87.0%-4.1pp | 70.7%+12.2pp |
| Annual return | 17.68% | 66.08%-48.4pp | 53.37%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $5,378 | $4,263+26.2% | $6,785-20.7% | $2,637+103.9% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $56 | $234-76.2% | $12,815-99.6% | $348-84.0% |