Filed September 22, 2009 (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 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $26,136 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,637 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,551 | $79,523-45.2% | $140,016-68.9% | $56,287-22.6% |
| Participation rate | 86.8% | 85.7%+1.1pp | 87.5%-0.7pp | 69.9%+17.0pp |
| Annual return | -10.03% | 2.39%-12.4pp | 651.12%-661.2pp | -9.96%-0.1pp |
| Employer contribution / active EE | $1,973 | $3,350-41.1% | $5,606-64.8% | $2,111-6.5% |
| Participant deferral / active EE | $4,083 | $5,129-20.4% | $6,927-41.1% | $3,350+21.9% |
| Admin fee / account holder | $196 | $614-68.2% | $10,705-98.2% | $521-62.5% |