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 IA2+ years Filed as: SHDR Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,898 |
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 | $17,258 | $36,916-53.3% | $156,549-89.0% | $57,658-70.1% |
| Participation rate | 94.6% | 63.4%+31.1pp | 84.0%+10.5pp | 70.2%+24.3pp |
| Annual return | 10.02% | 12.38%-2.4pp | 32.23%-22.2pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,498 | $1,571-4.6% | $5,501-72.8% | $1,974-24.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $34 | $82-59.0% | $13,027-99.7% | $95-64.2% |