Filed May 12, 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 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 |
|---|---|---|
BALLEW ADVISORS2 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $49,188 |
INDEPENDENT PENSION SOLUTIONS5+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $6,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,558 | $88,515-16.9% | $162,163-54.6% | $67,579+8.8% |
| Participation rate | 86.5% | 86.8%-0.3pp | 87.6%-1.0pp | 71.3%+15.3pp |
| Annual return | 21.52% | 27.04%-5.5pp | 115.59%-94.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,034 | $3,563-42.9% | $5,614-63.8% | $2,148-5.3% |
| Participant deferral / active EE | $3,564 | $5,724-37.7% | $7,298-51.2% | $3,539+0.7% |
| Admin fee / account holder | $197 | $124+59.6% | $10,843-98.2% | $142+38.7% |