Filed January 1, 2012
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 27 · EIN 81-3433658 | Advisory (Plan) | $51,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,968 |
MEIHAUS CPA, PC1 year Service code 10 · EIN 88-0926982 201 E GRAND AVE · ESCONDIDO, CA 92028 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,527 | $91,407+8.9% | $135,903-26.8% | $71,457+39.3% |
| Participation rate | 92.5% | 75.7%+16.8pp | 81.9%+10.6pp | 67.9%+24.5pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,597 | $3,703+24.1% | $4,856-5.3% | $2,588+77.7% |
| Participant deferral / active EE | $9,385 | $7,092+32.3% | $7,758+21.0% | $4,289+118.8% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-82.9% |