Filed June 8, 2009
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 |
|---|---|---|
AMERICAN FUNDS3+ years Service code 12 · EIN 95-6817943 | Claims processing; Custodial (securit... | $3,985 |
Service code 15 · EIN 90-1118690 | Recordkeeping | $1,600 |
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 | $53,580 | $42,396+26.4% | $67,313-20.4% | $56,287-4.8% |
| Participation rate | 73.5% | 61.0%+12.5pp | 69.1%+4.4pp | 69.9%+3.7pp |
| Annual return | -4.88% | -36.63%+31.8pp | -4.08%-0.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,548 | $1,414+80.3% | $2,566-0.7% | $2,111+20.7% |
| Participant deferral / active EE | $4,595 | $2,360+94.7% | $3,568+28.8% | $3,350+37.2% |
| Admin fee / account holder | $38 | $510-92.6% | $4,507-99.2% | $521-92.8% |