Filed December 14, 2011
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 64 · EIN 04-2647786 | Recordkeeping Fees | $7,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,946 | $76,050-8.0% | $96,544-27.5% | $71,457-2.1% |
| Participation rate | 84.7% | 74.4%+10.3pp | 76.0%+8.7pp | 67.9%+16.8pp |
| Annual return | 16.73% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,271 | $2,244-43.4% | $2,965-57.1% | $2,588-50.9% |
| Participant deferral / active EE | $3,522 | $4,215-16.5% | $4,851-27.4% | $4,289-17.9% |
| Admin fee / account holder | $183 | $2,707-93.2% | $8,252-97.8% | $1,587-88.5% |