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 | $76,137 |
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 | $18,445 | $56,095-67.1% | $178,490-89.7% | $90,288-79.6% |
| Participation rate | 87.7% | 65.6%+22.2pp | 81.9%+5.8pp | 73.4%+14.4pp |
| Annual return | 16.83% | 28.81%-12.0pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,482 | $1,572-5.7% | $5,011-70.4% | $2,524-41.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $2 | $101-98.2% | $13,984-100.0% | $114-98.4% |