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 | $37,451 |
Service code 99 · EIN 47-1411118 | Other Fees | $18,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,344 | $52,406-61.2% | $129,207-84.3% | $74,495-72.7% |
| Participation rate | 85.7% | 53.8%+31.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 15.16% | 15.66%-0.5pp | 9417.33%-9402.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,349 | $1,531-11.9% | $4,153-67.5% | $2,623-48.6% |
| Participant deferral / active EE | $2,097 | $2,794-25.0% | $4,168-49.7% | $4,346-51.8% |
| Admin fee / account holder | $155 | $2,633-94.1% | $7,715-98.0% | $1,942-92.0% |