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 | $76,190 |
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 | $18,679 | $45,000-58.5% | $143,757-87.0% | $77,904-76.0% |
| Participation rate | 84.7% | 66.8%+17.8pp | 80.3%+4.3pp | 73.7%+11.0pp |
| Annual return | -15.83% | 29.03%-44.9pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,411 | $1,870-24.5% | $4,951-71.5% | $2,848-50.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $2 | $98-97.6% | $14,673-100.0% | $133-98.2% |