Filed October 22, 2008 (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 13 · EIN 06-1050034 | Contract Administrator | $29,416 |
PYA, P.C.1 year Service code 10 · EIN 62-1517792 | Accounting | $10,062 |
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 | $58,206 | $56,095+3.8% | $178,490-67.4% | $90,288-35.5% |
| Participation rate | 66.2% | 65.6%+0.7pp | 81.9%-15.7pp | 73.4%-7.1pp |
| Annual return | 16.87% | 28.81%-11.9pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,357 | $1,572-13.7% | $5,011-72.9% | $2,524-46.2% |
| Participant deferral / active EE | $2,930 | $2,669+9.8% | $5,202-43.7% | $4,232-30.8% |
| Admin fee / account holder | $20 | $101-80.5% | $13,984-99.9% | $114-82.8% |