Filed November 25, 2008 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $27,629 |
Service code 99 · EIN 47-1411118 | Other Fees | $15,004 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,927 | $48,335-65.0% | $121,098-86.0% | $71,457-76.3% |
| Participation rate | 87.0% | 54.3%+32.8pp | 69.5%+17.5pp | 67.9%+19.1pp |
| Annual return | 11.89% | 23.32%-11.4pp | 985.75%-973.9pp | 28.85%-17.0pp |
| Employer contribution / active EE | $1,107 | $1,489-25.7% | $4,164-73.4% | $2,588-57.2% |
| Participant deferral / active EE | $1,805 | $2,754-34.5% | $4,080-55.8% | $4,289-57.9% |
| Admin fee / account holder | $100 | $1,841-94.5% | $5,644-98.2% | $1,587-93.7% |