Filed April 29, 2008 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $20,344 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,230 | $53,136-16.8% | $155,509-71.6% | $199,593-77.8% |
| Participation rate | 91.4% | 64.1%+27.3pp | 78.2%+13.2pp | 72.0%+19.4pp |
| Annual return | 11.82% | 41.15%-29.3pp | 64.67%-52.9pp | 34.25%-22.4pp |
| Employer contribution / active EE | $1,217 | $1,851-34.3% | $4,672-74.0% | $3,034-59.9% |
| Participant deferral / active EE | $2,964 | $3,161-6.2% | $5,626-47.3% | $5,087-41.7% |
| Admin fee / account holder | $37 | $185-79.8% | $15,912-99.8% | $269-86.1% |