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 | $32,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,418 | $61,156+26.6% | $185,823-58.3% | $79,386-2.5% |
| Participation rate | 71.9% | 66.6%+5.3pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 12.51% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,417 | $2,321-38.9% | $5,167-72.6% | $2,427-41.6% |
| Participant deferral / active EE | $3,663 | $2,789+31.4% | $5,568-34.2% | $4,046-9.5% |
| Admin fee / account holder | $1 | $710-99.9% | $16,237-100.0% | $626-99.8% |