Filed March 27, 2011
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 15 · EIN 13-3689044 | Recordkeeping | $50,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,907 | $69,823-32.8% | $77,163-39.2% | $74,419-37.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 19.79% | 19.98%-0.2pp | 37.87%-18.1pp | 34.38%-14.6pp |
| Employer contribution / active EE | $6,166 | $2,150+186.8% | $2,535+143.2% | $2,637+133.8% |
| Participant deferral / active EE | $4,617 | $3,558+29.8% | $3,833+20.5% | $4,528+2.0% |
| Admin fee / account holder | $123 | $398-69.1% | $5,472-97.8% | $348-64.7% |