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 | $86,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,104 | $65,061-4.5% | $143,757-56.8% | $66,914-7.2% |
| Participation rate | 79.4% | 65.2%+14.3pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -15.26% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,607 | $2,361-31.9% | $4,951-67.6% | $2,544-36.9% |
| Participant deferral / active EE | $3,490 | $2,919+19.6% | $5,637-38.1% | $4,237-17.6% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |