Filed January 14, 2009 (most recent of 4 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 9-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 |
|---|---|---|
MAULDIN & JENKINS1 year Filed as: MAUDLIN & JENKINS Service code 10 · EIN 58-0692043 | Accounting | $7,516 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,425 |
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 | $36,961 | $50,666-27.1% | $76,817-51.9% | $65,185-43.3% |
| Participation rate | 64.5% | 68.8%-4.3pp | 72.1%-7.5pp | 70.2%-5.7pp |
| Annual return | 19.91% | 28.51%-8.6pp | 1166.11%-1146.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $629 | $1,575-60.1% | $2,302-72.7% | $2,177-71.1% |
| Participant deferral / active EE | $1,509 | $2,647-43.0% | $3,336-54.8% | $3,514-57.1% |
| Admin fee / account holder | $82 | $463-82.3% | $6,420-98.7% | $847-90.3% |