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) | $12,033 |
Participant contribution per participant 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 | $63,461 | $136,307-53.4% | $177,821-64.3% | $73,488-13.6% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.7%+9.2pp | 70.7%+26.3pp |
| Annual return | 15.66% | 18.68%-3.0pp | 48.32%-32.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $5,205 | $3,712+40.2% | $5,918-12.1% | $2,270+129.3% |
| Participant deferral / active EE | $2,773 | $5,829-52.4% | $7,714-64.1% | $3,740-25.9% |
| Admin fee / account holder | $54 | $596-91.0% | $12,427-99.6% | $513-89.5% |