Filed October 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 15 · EIN 35-0145825 | Recordkeeping | $92,981 |
Participant contribution per participant 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 | $16,262 | $47,456-65.7% | $172,739-90.6% | $77,787-79.1% |
| Participation rate | 75.4% | 66.3%+9.1pp | 82.6%-7.2pp | 73.2%+2.2pp |
| Annual return | 21.14% | 35.57%-14.4pp | 802.84%-781.7pp | 32.57%-11.4pp |
| Employer contribution / active EE | $1,117 | $1,574-29.0% | $5,143-78.3% | $2,504-55.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $81-99.3% | $13,954-100.0% | $100-99.4% |