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 15 · EIN 16-1503696 | Recordkeeping | $28,108 |
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 | $50,815 | $68,413-25.7% | $123,104-58.7% | $55,191-7.9% |
| Participation rate | 94.0% | 84.5%+9.5pp | 86.8%+7.2pp | 69.2%+24.9pp |
| Annual return | 0.11% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,908 | $3,050-4.7% | $5,151-43.5% | $1,899+53.2% |
| Participant deferral / active EE | $4,171 | $4,490-7.1% | $6,230-33.0% | $3,046+36.9% |
| Admin fee / account holder | $76 | $88-13.5% | $9,015-99.2% | $91-16.3% |