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 | $28,975 |
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 | $55,286 | $71,802-23.0% | $133,980-58.7% | $57,658-4.1% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.1%+7.7pp | 70.2%+24.5pp |
| Annual return | 8.55% | 13.51%-5.0pp | 29.30%-20.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,086 | $3,161-2.4% | $5,211-40.8% | $1,974+56.4% |
| Participant deferral / active EE | $4,454 | $4,606-3.3% | $6,282-29.1% | $3,061+45.5% |
| Admin fee / account holder | $72 | $88-17.4% | $9,324-99.2% | $95-23.4% |