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 | $69,745-33.9% | $67,511-31.7% | $74,546-38.1% |
| Participation rate | 91.1% | 71.3%+19.8pp | 72.9%+18.3pp | 67.2%+23.9pp |
| Annual return | 20.16% | -40.37%+60.5pp | 3517.41%-3497.2pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $3,190 | $2,705+17.9% | $2,733+16.8% | $2,624+21.6% |
| Participant deferral / active EE | $6,519 | $3,636+79.3% | $4,000+63.0% | $4,347+49.9% |
| Admin fee / account holder | $227 | $894-74.6% | $3,999-94.3% | $1,944-88.3% |