Filed February 5, 2010 (most recent of 2 filings on file)
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 | $3,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,942 | $44,873+0.2% | $79,464-43.4% | $56,287-20.2% |
| Participation rate | 58.8% | 68.7%-9.9pp | 73.3%-14.5pp | 69.9%-11.0pp |
| Annual return | -4.94% | 0.81%-5.8pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $730 | $2,140-65.9% | $2,800-74.0% | $2,111-65.4% |
| Participant deferral / active EE | $2,323 | $2,746-15.4% | $3,704-37.3% | $3,350-30.6% |
| Admin fee / account holder | $54 | $418-87.0% | $5,113-98.9% | $521-89.6% |