Filed April 9, 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 26 · EIN 71-0294708 | Advisory (Participants) | $2,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,420 | $70,667-45.6% | $123,104-68.8% | $52,331-26.6% |
| Participation rate | 99.4% | 83.7%+15.7pp | 86.8%+12.6pp | 68.1%+31.3pp |
| Annual return | -4.53% | 6.23%-10.8pp | 13.22%-17.7pp | 4.54%-9.1pp |
| Employer contribution / active EE | $2,983 | $2,946+1.3% | $5,151-42.1% | $1,882+58.5% |
| Participant deferral / active EE | $2,455 | $4,493-45.4% | $6,230-60.6% | $3,022-18.8% |
| Admin fee / account holder | $19 | $506-96.3% | $9,015-99.8% | $592-96.9% |