Filed August 5, 2008 (most recent of 3 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 13 · EIN 06-1050034 | Contract Administrator | $172,114 |
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 | $50,385 | $63,259-20.4% | $178,490-71.8% | $93,223-46.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 16.58% | 19.93%-3.3pp | 151.07%-134.5pp | 19.29%-2.7pp |
| Employer contribution / active EE | $4,767 | $1,865+155.6% | $5,011-4.9% | $2,680+77.9% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $26 | $58-56.0% | $13,984-99.8% | $79-67.7% |