Filed December 19, 2011 (most recent of 3 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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,569 | $93,182-39.3% | $146,665-61.4% | $79,386-28.7% |
| Participation rate | 96.6% | 76.4%+20.1pp | 80.1%+16.5pp | 70.7%+25.9pp |
| Annual return | 14.37% | 21.61%-7.2pp | 22.74%-8.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,585 | $2,420+48.2% | $4,136-13.3% | $2,427+47.7% |
| Participant deferral / active EE | $2,505 | $4,169-39.9% | $5,506-54.5% | $4,046-38.1% |
| Admin fee / account holder | $33 | $585-94.3% | $10,280-99.7% | $626-94.7% |