Filed August 31, 2009 (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 60 · EIN 04-2647786 | Sub-TA Fees | $34,517 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,368 |
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 | $74,987 | $91,019-17.6% | $392,568-80.9% | $72,985+2.7% |
| Participation rate | 90.2% | 74.4%+15.8pp | 78.1%+12.2pp | 69.5%+20.7pp |
| Annual return | 27.25% | 20.00%+7.2pp | 24.42%+2.8pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,686 | $2,751-38.7% | $3,783-55.4% | $2,440-30.9% |
| Participant deferral / active EE | $3,720 | $4,570-18.6% | $5,985-37.9% | $3,607+3.1% |
| Admin fee / account holder | $293 | $4,895-94.0% | $6,260-95.3% | $5,124-94.3% |