Filed May 15, 2013 (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 26 · EIN 61-1758632 | Advisory (Participants) | $59,543 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,071 |
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 | $29,039 | $46,173-37.1% | $170,442-83.0% | $69,631-58.3% |
| Participation rate | 99.4% | 63.9%+35.5pp | 83.6%+15.8pp | 70.7%+28.7pp |
| Annual return | 18.38% | 21.62%-3.2pp | 205.93%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,642 | $1,610+2.0% | $5,433-69.8% | $2,032-19.2% |
| Participant deferral / active EE | $3,082 | $2,080+48.2% | $4,939-37.6% | $3,224-4.4% |
| Admin fee / account holder | $90 | $116-22.2% | $13,880-99.4% | $110-18.3% |