Filed November 13, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,309 |
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 | $116,191 | $53,127+118.7% | $86,590+34.2% | $70,131+65.7% |
| Participation rate | 98.8% | 65.3%+33.5pp | 73.5%+25.2pp | 69.5%+29.3pp |
| Annual return | 18.42% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $5,530 | $2,068+167.4% | $2,839+94.8% | $2,342+136.1% |
| Participant deferral / active EE | $7,935 | $2,696+194.3% | $3,609+119.9% | $3,332+138.2% |
| Admin fee / account holder | $18 | $3,585-99.5% | $4,906-99.6% | $4,645-99.6% |