Filed February 12, 2009
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 27 · EIN 26-0058143 | Advisory (Plan) | $28,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,129 | $69,763-33.9% | $67,502-31.7% | $74,495-38.1% |
| Participation rate | 91.1% | 71.4%+19.8pp | 72.9%+18.3pp | 67.2%+23.9pp |
| Annual return | 20.16% | -40.34%+60.5pp | 3512.12%-3492.0pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $3,190 | $2,704+18.0% | $2,731+16.8% | $2,623+21.6% |
| Participant deferral / active EE | $6,519 | $3,636+79.3% | $4,000+63.0% | $4,346+50.0% |
| Admin fee / account holder | $227 | $896-74.7% | $3,998-94.3% | $1,942-88.3% |