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 | $2,184 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,211 | $52,293-44.1% | $178,490-83.6% | $73,409-60.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 3.97% | 34.75%-30.8pp | 151.07%-147.1pp | 59.29%-55.3pp |
| Employer contribution / active EE | $776 | $1,735-55.3% | $5,011-84.5% | $2,234-65.3% |
| Participant deferral / active EE | $2,535 | $2,332+8.7% | $5,202-51.3% | $3,805-33.4% |
| Admin fee / account holder | $9 | $127-92.9% | $13,984-99.9% | $158-94.2% |