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 | $88,154 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,497 | $67,512-68.2% | $185,823-88.4% | $93,030-76.9% |
| Participation rate | 84.8% | 67.1%+17.7pp | 81.7%+3.1pp | 73.9%+10.9pp |
| Annual return | 13.89% | 21.04%-7.1pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $1,585 | $1,783-11.1% | $5,167-69.3% | $2,706-41.4% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $2 | $318-99.3% | $16,237-100.0% | $152-98.5% |