Filed September 28, 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 64 · EIN 13-2624428 | Recordkeeping Fees | $820 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $205 |
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 | $69,009 | $66,310+4.1% | $93,606-26.3% | $65,185+5.9% |
| Participation rate | 78.3% | 74.0%+4.3pp | 75.8%+2.4pp | 70.2%+8.1pp |
| Annual return | 26.01% | 42.58%-16.6pp | 32.76%-6.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $661 | $2,012-67.2% | $2,718-75.7% | $2,177-69.7% |
| Participant deferral / active EE | $1,842 | $3,342-44.9% | $4,069-54.7% | $3,514-47.6% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |