Filed January 19, 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 01-0233346 | Recordkeeping | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,723 | $66,051+14.6% | $92,893-18.5% | $77,787-2.7% |
| Participation rate | 99.8% | 81.0%+18.8pp | 76.0%+23.8pp | 73.2%+26.6pp |
| Annual return | 24.60% | 20.69%+3.9pp | 109.41%-84.8pp | 32.57%-8.0pp |
| Employer contribution / active EE | $1,771 | $3,426-48.3% | $3,653-51.5% | $2,504-29.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $18 | $148-87.8% | $5,794-99.7% | $100-81.9% |