Filed July 25, 2008 (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 | $35,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,655 | $91,621+36.1% | $67,511+84.6% | $77,671+60.5% |
| Participation rate | 44.3% | 76.0%-31.7pp | 72.9%-28.6pp | 70.6%-26.3pp |
| Annual return | 11.47% | 14.87%-3.4pp | 3517.41%-3505.9pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,260 | $3,184-60.4% | $2,733-53.9% | $2,726-53.8% |
| Participant deferral / active EE | $2,569 | $3,906-34.2% | $4,000-35.8% | $4,648-44.7% |
| Admin fee / account holder | $4 | $176-97.8% | $3,999-99.9% | $430-99.1% |