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 | $92,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,669 | $86,897-12.9% | $151,611-50.1% | $64,808+16.8% |
| Participation rate | 93.1% | 87.3%+5.8pp | 87.5%+5.6pp | 71.5%+21.6pp |
| Annual return | -17.00% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,252 | $4,010+6.0% | $6,166-31.0% | $2,506+69.7% |
| Participant deferral / active EE | $5,349 | $6,690-20.0% | $8,363-36.0% | $4,310+24.1% |
| Admin fee / account holder | $148 | $153-3.0% | $11,616-98.7% | $188-21.0% |