Filed January 28, 2010
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 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $28,662 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,955 |
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 | $28,357 | $41,256-31.3% | $86,590-67.3% | $77,958-63.6% |
| Participation rate | 93.8% | 63.0%+30.8pp | 73.5%+20.2pp | 71.6%+22.1pp |
| Annual return | 15.95% | 17.67%-1.7pp | 964.84%-948.9pp | 20.87%-4.9pp |
| Employer contribution / active EE | $1,734 | $1,613+7.5% | $2,839-38.9% | $2,310-24.9% |
| Participant deferral / active EE | $2,777 | $2,332+19.1% | $3,609-23.0% | $3,537-21.5% |
| Admin fee / account holder | $14 | $71-80.3% | $4,906-99.7% | $97-85.7% |