Filed June 8, 2009 (most recent of 2 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 13-4238973 | Recordkeeping | $5,216 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,398 | $2,679,533-82.3% | $164,813+187.2% | $199,593+137.2% |
| Participation rate | 90.7% | 78.3%+12.4pp | 78.6%+12.1pp | 72.0%+18.8pp |
| Annual return | 23.45% | 17.93%+5.5pp | 69.93%-46.5pp | 34.25%-10.8pp |
| Employer contribution / active EE | $2 | $2,970-99.9% | $4,341-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $3 | $1,982-99.8% | $12,690-100.0% | $269-98.9% |