Filed January 22, 2009
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 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $15,443 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,113 |
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 | $47,545 | $66,310-28.3% | $93,606-49.2% | $65,185-27.1% |
| Participation rate | 85.6% | 74.0%+11.6pp | 75.8%+9.7pp | 70.2%+15.4pp |
| Annual return | 19.96% | 42.58%-22.6pp | 32.76%-12.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $887 | $2,012-55.9% | $2,718-67.4% | $2,177-59.3% |
| Participant deferral / active EE | $3,478 | $3,342+4.1% | $4,069-14.5% | $3,514-1.0% |
| Admin fee / account holder | $35 | $6,897-99.5% | $7,888-99.6% | $847-95.9% |