Filed November 14, 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 52 · EIN 35-0145825 | Indirect Investment Fees | $31,884 |
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 | $35,050 | $46,360-24.4% | $147,614-76.3% | $52,331-33.0% |
| Participation rate | 90.6% | 64.9%+25.6pp | 84.6%+5.9pp | 68.1%+22.5pp |
| Annual return | 0.69% | 1.62%-0.9pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,011 | $2,126-5.4% | $5,564-63.9% | $1,882+6.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |