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 | $1,429 |
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 | $95,752 | $54,237+76.5% | $90,281+6.1% | $67,579+41.7% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.1pp | 71.3%+26.0pp |
| Annual return | 20.06% | 37.27%-17.2pp | 78.10%-58.0pp | 378.56%-358.5pp |
| Employer contribution / active EE | $7,945 | $1,846+330.4% | $2,854+178.4% | $2,148+269.9% |
| Participant deferral / active EE | $3,950 | $2,625+50.5% | $3,885+1.7% | $3,539+11.6% |
| Admin fee / account holder | $0 | $123-99.9% | $5,351-100.0% | $142-99.9% |