Filed April 25, 2012
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 04-2647786 | Sub-TA Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,168 | $46,360-56.5% | $147,614-86.3% | $52,331-61.5% |
| Participation rate | 72.6% | 64.9%+7.7pp | 84.6%-12.0pp | 68.1%+4.5pp |
| Annual return | -2.78% | 1.62%-4.4pp | 61.98%-64.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $978 | $2,126-54.0% | $5,564-82.4% | $1,882-48.0% |
| Participant deferral / active EE | $1,456 | $2,258-35.5% | $4,895-70.3% | $3,022-51.8% |
| Admin fee / account holder | $214 | $766-72.0% | $11,611-98.2% | $592-63.8% |