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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $555,106 |
PROMANAGE LLC3+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $511,233 |
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 | $59,138 | $53,684+10.2% | $170,442-65.3% | $80,976-27.0% |
| Participation rate | 90.9% | 69.2%+21.7pp | 83.6%+7.3pp | 68.3%+22.7pp |
| Annual return | 18.04% | 25.97%-7.9pp | 205.93%-187.9pp | 22.91%-4.9pp |
| Employer contribution / active EE | $2,438 | $1,642+48.5% | $5,433-55.1% | $2,402+1.5% |
| Participant deferral / active EE | $4,767 | $3,017+58.0% | $4,939-3.5% | $3,848+23.9% |
| Admin fee / account holder | $35 | $46-23.6% | $13,880-99.7% | $67-47.5% |