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 | $44,532 |
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 | $69,640 | $81,537-14.6% | $149,718-53.5% | $69,6310% |
| Participation rate | 96.0% | 86.1%+9.8pp | 87.1%+8.9pp | 70.7%+25.3pp |
| Annual return | 21.22% | 22.79%-1.6pp | 1501.63%-1480.4pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $3,258 | $3,239+0.6% | $5,445-40.2% | $2,032+60.3% |
| Participant deferral / active EE | $4,782 | $4,994-4.3% | $6,569-27.2% | $3,224+48.3% |
| Admin fee / account holder | $106 | $107-0.5% | $11,283-99.1% | $110-3.8% |