Filed June 8, 2009 (most recent of 3 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 13 · EIN 42-0127290 | Contract Administrator | $178,180 |
AON CONSULTING2 years Service code 27 · EIN 36-2235791 | Advisory (Plan) | $71,024 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 27-0475249 | Accounting | $36,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,848 | $128,899+11.6% | $113,168+27.1% | $102,872+39.8% |
| Participation rate | 96.9% | 87.0%+9.9pp | 76.6%+20.4pp | 73.0%+23.9pp |
| Annual return | 19.19% | 15.88%+3.3pp | 24.27%-5.1pp | 19.06%+0.1pp |
| Employer contribution / active EE | $2,583 | $3,713-30.4% | $2,975-13.2% | $3,526-26.7% |
| Participant deferral / active EE | $6,541 | $6,787-3.6% | $5,107+28.1% | $5,535+18.2% |
| Admin fee / account holder | $145 | $129+11.8% | $12,068-98.8% | $292-50.5% |