Filed December 2, 2010
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 01-0233346 | Recordkeeping | $362 |
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 | $58,885 | $77,634-24.2% | $156,549-62.4% | $62,891-6.4% |
| Participation rate | 72.1% | 71.2%+0.9pp | 84.0%-11.9pp | 69.3%+2.8pp |
| Annual return | 7.10% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,038 | $3,444-40.8% | $5,501-63.0% | $2,281-10.6% |
| Participant deferral / active EE | $3,503 | $3,045+15.0% | $4,871-28.1% | $3,203+9.4% |
| Admin fee / account holder | $143 | $5,561-97.4% | $13,027-98.9% | $4,296-96.7% |