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 | $58,459 |
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 | $71,214 | $79,523-10.4% | $140,016-49.1% | $56,287+26.5% |
| Participation rate | 99.5% | 85.7%+13.8pp | 87.5%+12.0pp | 69.9%+29.6pp |
| Annual return | -4.80% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,087 | $3,350-7.8% | $5,606-44.9% | $2,111+46.3% |
| Participant deferral / active EE | $2,594 | $5,129-49.4% | $6,927-62.6% | $3,350-22.6% |
| Admin fee / account holder | $243 | $614-60.5% | $10,705-97.7% | $521-53.4% |