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 | $23,293 |
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 | $14,401 | $25,165-42.8% | $73,545-80.4% | $77,958-81.5% |
| Participation rate | 86.1% | 36.6%+49.5pp | 54.9%+31.2pp | 71.6%+14.4pp |
| Annual return | 24.59% | 18.12%+6.5pp | -15.16%+39.8pp | 20.87%+3.7pp |
| Employer contribution / active EE | $1 | $395-99.9% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,341 | $898+160.7% | $1,806+29.6% | $3,537-33.8% |
| Admin fee / account holder | $10 | $76-86.5% | $2,320-99.6% | $97-89.5% |