Filed June 19, 2012 (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 38 · EIN 35-0145825 | Participant Communication | $38,300 |
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 | $48,543 | $89,739-45.9% | $149,718-67.6% | $62,292-22.1% |
| Participation rate | 84.8% | 85.1%-0.3pp | 87.1%-2.3pp | 69.5%+15.2pp |
| Annual return | 14.73% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,115 | $3,233-34.6% | $5,445-61.2% | $2,042+3.5% |
| Participant deferral / active EE | $2,704 | $4,797-43.6% | $6,569-58.8% | $3,169-14.7% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |