Filed August 27, 2013 (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 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 21 · EIN 66-0561870 | Bank Trustee | $13,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,891 | $46,292-67.8% | $143,757-89.6% | $64,808-77.0% |
| Participation rate | 70.6% | 64.2%+6.4pp | 80.3%-9.7pp | 71.5%-0.8pp |
| Annual return | -16.27% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $696 | $1,910-63.6% | $4,951-85.9% | $2,506-72.2% |
| Participant deferral / active EE | $1,657 | $2,646-37.4% | $5,637-70.6% | $4,310-61.6% |
| Admin fee / account holder | $62 | $154-59.5% | $14,673-99.6% | $188-66.9% |