Filed June 22, 2010
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 |
|---|---|---|
SHDR IA1+ years Filed as: SHDR Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,200 |
Participant 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 | $17,096 | $37,117-53.9% | $147,614-88.4% | $55,191-69.0% |
| Participation rate | 92.0% | 63.6%+28.4pp | 84.6%+7.4pp | 69.2%+22.9pp |
| Annual return | -0.24% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,466 | $1,620-9.5% | $5,564-73.6% | $1,899-22.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $39 | $86-54.1% | $11,611-99.7% | $91-56.8% |