Filed November 12, 2007 (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 15 · EIN 35-0145825 | Recordkeeping | $986 |
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 | $65,599 | $38,925+68.5% | $73,843-11.2% | $55,191+18.9% |
| Participation rate | 98.5% | 66.0%+32.5pp | 73.4%+25.1pp | 69.2%+29.4pp |
| Annual return | 1.37% | 6.31%-4.9pp | 2267.84%-2266.5pp | 10.78%-9.4pp |
| Employer contribution / active EE | $5,287 | $1,695+212.0% | $2,787+89.7% | $1,899+178.5% |
| Participant deferral / active EE | $1,925 | $2,351-18.1% | $3,583-46.3% | $3,046-36.8% |
| Admin fee / account holder | $0 | $83-99.9% | $4,880-100.0% | $91-99.9% |