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 | $32,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,482 | $61,272+19.9% | $149,673-50.9% | $71,457+2.8% |
| Participation rate | 75.2% | 62.5%+12.7pp | 78.8%-3.5pp | 67.9%+7.3pp |
| Annual return | 16.49% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,691 | $2,378-28.9% | $4,818-64.9% | $2,588-34.6% |
| Participant deferral / active EE | $3,246 | $2,917+11.3% | $5,680-42.9% | $4,289-24.3% |
| Admin fee / account holder | $1 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |