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 52 · EIN 35-0145825 | Indirect Investment Fees | $1 |
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 | $82,582 | $46,100+79.1% | $86,590-4.6% | $69,631+18.6% |
| Participation rate | 98.2% | 67.2%+31.0pp | 73.5%+24.7pp | 70.7%+27.5pp |
| Annual return | 16.81% | 21.02%-4.2pp | 964.84%-948.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $5,792 | $1,850+213.1% | $2,839+104.0% | $2,032+185.0% |
| Participant deferral / active EE | $2,331 | $2,432-4.1% | $3,609-35.4% | $3,224-27.7% |
| Admin fee / account holder | $0 | $94-99.9% | $4,906-100.0% | $110-99.9% |