Filed June 8, 2009
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 | $29,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,134 | $102,553+20.1% | $151,611-18.8% | $66,914+84.0% |
| Participation rate | 93.9% | 85.5%+8.4pp | 87.5%+6.4pp | 69.8%+24.1pp |
| Annual return | -14.73% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,179 | $4,180-24.0% | $6,166-48.4% | $2,544+24.9% |
| Participant deferral / active EE | $6,384 | $6,641-3.9% | $8,363-23.7% | $4,237+50.7% |
| Admin fee / account holder | $3 | $630-99.5% | $11,616-100.0% | $593-99.4% |