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 | $63,402 |
Annual investment return 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 | $88,973 | $136,307-34.7% | $177,821-50.0% | $73,488+21.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 10.81% | 18.68%-7.9pp | 48.32%-37.5pp | 28.51%-17.7pp |
| Employer contribution / active EE | $3,246 | $3,712-12.6% | $5,918-45.2% | $2,270+43.0% |
| Participant deferral / active EE | $3,345 | $5,829-42.6% | $7,714-56.6% | $3,740-10.5% |
| Admin fee / account holder | $269 | $596-54.9% | $12,427-97.8% | $513-47.6% |