Filed June 6, 2007
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $23,885 |
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 | $73,570 | $70,667+4.1% | $123,104-40.2% | $52,331+40.6% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | -0.26% | 6.23%-6.5pp | 13.22%-13.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,033 | $2,946+3.0% | $5,151-41.1% | $1,882+61.2% |
| Participant deferral / active EE | $2,482 | $4,493-44.8% | $6,230-60.2% | $3,022-17.9% |
| Admin fee / account holder | $109 | $506-78.6% | $9,015-98.8% | $592-81.6% |