Filed February 11, 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 15 · EIN 35-0145825 | Recordkeeping | $16,830 |
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 | $68,597 | $52,953+29.5% | $172,739-60.3% | $65,185+5.2% |
| Participation rate | 77.9% | 66.2%+11.7pp | 82.6%-4.8pp | 70.2%+7.7pp |
| Annual return | 19.69% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,453 | $2,190-33.7% | $5,143-71.8% | $2,177-33.3% |
| Participant deferral / active EE | $2,933 | $2,471+18.7% | $5,198-43.6% | $3,514-16.5% |
| Admin fee / account holder | $2 | $472-99.5% | $13,954-100.0% | $847-99.7% |