Filed April 11, 2008
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 60 · EIN 04-2647786 | Sub-TA Fees | $25,874 |
Employer contribution per participant 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 | $11,920 | $22,291-46.5% | $69,182-82.8% | $63,975-81.4% |
| Participation rate | 83.5% | 35.3%+48.2pp | 55.1%+28.4pp | 71.1%+12.4pp |
| Annual return | 10.52% | 9.30%+1.2pp | -21.93%+32.5pp | 48.65%-38.1pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,068 | $808+156.0% | $1,897+9.0% | $3,356-38.4% |
| Admin fee / account holder | $12 | $73-83.2% | $2,697-99.5% | $70-82.6% |