Filed January 1, 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 15 · EIN 35-0145825 | Recordkeeping | $22,296 |
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 | $27,731 | $51,769-46.4% | $57,343-51.6% | $52,331-47.0% |
| Participation rate | 82.4% | 75.2%+7.2pp | 75.1%+7.3pp | 68.1%+14.3pp |
| Annual return | 0.22% | 2.43%-2.2pp | 24.39%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,853 | $2,335+22.2% | $2,689+6.1% | $1,882+51.6% |
| Participant deferral / active EE | $4,070 | $2,794+45.7% | $3,162+28.7% | $3,022+34.7% |
| Admin fee / account holder | $4 | $295-98.8% | $3,356-99.9% | $592-99.4% |