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 | $1,346 |
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 | $78,414 | $43,999+78.2% | $79,464-1.3% | $55,725+40.7% |
| Participation rate | 97.8% | 66.9%+30.9pp | 73.3%+24.5pp | 70.9%+27.0pp |
| Annual return | -5.44% | 1.81%-7.3pp | 718.14%-723.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $6,224 | $1,830+240.2% | $2,800+122.3% | $2,078+199.5% |
| Participant deferral / active EE | $2,812 | $2,538+10.8% | $3,704-24.1% | $3,356-16.2% |
| Admin fee / account holder | $0 | $118-99.9% | $5,113-100.0% | $115-99.9% |