Filed February 24, 2011
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 60 · EIN 04-2647786 | Sub-TA Fees | $3,903 |
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 | $80,195 | $105,181-23.8% | $159,436-49.7% | $85,850-6.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 14.99% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,950 | $3,318+19.0% | $4,829-18.2% | $2,565+54.0% |
| Participant deferral / active EE | $8,374 | $5,945+40.9% | $7,352+13.9% | $3,952+111.9% |
| Admin fee / account holder | $40 | $6,933-99.4% | $10,799-99.6% | $6,260-99.4% |