Filed May 9, 2008
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 | $644 |
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 | $66,543 | $51,620+28.9% | $90,281-26.3% | $65,185+2.1% |
| Participation rate | 95.3% | 68.6%+26.7pp | 73.3%+22.1pp | 70.2%+25.1pp |
| Annual return | 21.74% | 24.94%-3.2pp | 78.10%-56.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $3,011 | $2,235+34.8% | $2,854+5.5% | $2,177+38.3% |
| Participant deferral / active EE | $3,311 | $2,871+15.3% | $3,885-14.8% | $3,514-5.8% |
| Admin fee / account holder | $5 | $384-98.6% | $5,351-99.9% | $847-99.4% |