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 | $5,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,684 | $88,083-50.4% | $164,813-73.5% | $74,495-41.4% |
| Participation rate | 98.5% | 73.0%+25.4pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 13.51% | 17.26%-3.8pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,664 | $2,593+41.3% | $4,341-15.6% | $2,623+39.7% |
| Participant deferral / active EE | $2,558 | $4,498-43.1% | $6,031-57.6% | $4,346-41.1% |
| Admin fee / account holder | $29 | $2,234-98.7% | $12,690-99.8% | $1,942-98.5% |