Filed August 14, 2009 (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 | Investment management; Sales loads (f... | $541,659 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,498 | $83,057-82.5% | $143,757-89.9% | $89,394-83.8% |
| Participation rate | 70.3% | 74.0%-3.7pp | 80.3%-10.0pp | 71.3%-1.0pp |
| Annual return | -14.47% | -13.97%-0.5pp | -0.04%-14.4pp | -11.89%-2.6pp |
| Employer contribution / active EE | $2,554 | $2,095+21.9% | $4,951-48.4% | $3,022-15.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $30 | $83-63.9% | $14,673-99.8% | $79-62.2% |