Filed February 11, 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 27 · EIN 35-2552359 | Advisory (Plan) | $12,504 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
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 | $17,300 | $43,999-60.7% | $79,464-78.2% | $55,725-69.0% |
| Participation rate | 71.0% | 66.9%+4.1pp | 73.3%-2.3pp | 70.9%+0.1pp |
| Annual return | -5.57% | 1.81%-7.4pp | 718.14%-723.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $592 | $1,830-67.6% | $2,800-78.9% | $2,078-71.5% |
| Participant deferral / active EE | $885 | $2,538-65.1% | $3,704-76.1% | $3,356-73.6% |
| Admin fee / account holder | $57 | $118-51.3% | $5,113-98.9% | $115-50.2% |