Filed November 21, 2008
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 60 · EIN 04-1590850 | Sub-TA Fees | $1,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,572 | $43,550+96.5% | $63,517+34.7% | $52,331+63.5% |
| Participation rate | 62.6% | 65.7%-3.1pp | 71.0%-8.5pp | 68.1%-5.6pp |
| Annual return | 1.46% | 2.03%-0.6pp | -70.30%+71.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $552 | $1,351-59.2% | $2,322-76.2% | $1,882-70.7% |
| Participant deferral / active EE | $2,769 | $2,254+22.9% | $2,953-6.2% | $3,022-8.4% |
| Admin fee / account holder | $11 | $387-97.3% | $5,892-99.8% | $592-98.2% |