Filed November 24, 2009 (most recent of 4 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 |
|---|---|---|
PROMANAGE LLC2+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $418,075 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $267,527 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
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 | $50,540 | $49,270+2.6% | $156,549-67.7% | $329,111-84.6% |
| Participation rate | 90.5% | 68.1%+22.4pp | 84.0%+6.5pp | 67.9%+22.7pp |
| Annual return | 8.96% | 23.25%-14.3pp | 32.23%-23.3pp | 16.35%-7.4pp |
| Employer contribution / active EE | $2,423 | $1,534+57.9% | $5,501-56.0% | $2,303+5.2% |
| Participant deferral / active EE | $4,567 | $2,920+56.4% | $4,871-6.2% | $3,682+24.0% |
| Admin fee / account holder | $24 | $51-52.4% | $13,027-99.8% | $754-96.8% |