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 |
|---|---|---|
BENEFIT PROFESSIONALS, INC.2 years Service code 15 · EIN 90-1118690 | Recordkeeping | $4,300 |
Service code 37 · EIN 35-0145825 | Loan Processing | $925 |
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 | $67,006 | $47,922+39.8% | $75,886-11.7% | $65,185+2.8% |
| Participation rate | 74.2% | 63.0%+11.2pp | 69.3%+4.9pp | 70.2%+4.0pp |
| Annual return | 20.94% | 24.12%-3.2pp | 30.76%-9.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,809 | $1,557+80.4% | $2,500+12.3% | $2,177+29.1% |
| Participant deferral / active EE | $5,125 | $2,550+101.0% | $3,603+42.3% | $3,514+45.9% |
| Admin fee / account holder | $58 | $532-89.1% | $5,418-98.9% | $847-93.2% |