Filed April 25, 2012
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 13 · EIN 06-1050034 | Contract Administrator | $1,604 |
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 | $29,824 | $37,196-19.8% | $154,107-80.6% | $55,725-46.5% |
| Participation rate | 89.5% | 64.1%+25.4pp | 83.0%+6.4pp | 70.9%+18.6pp |
| Annual return | 8.97% | 1319.68%-1310.7pp | 735.12%-726.1pp | 244.93%-236.0pp |
| Employer contribution / active EE | $574 | $1,614-64.4% | $5,298-89.2% | $2,078-72.4% |
| Participant deferral / active EE | $2,193 | $2,068+6.1% | $5,081-56.8% | $3,356-34.6% |
| Admin fee / account holder | $57 | $102-44.1% | $13,411-99.6% | $115-50.7% |