Filed November 11, 2008 (most recent of 2 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 15 · EIN 45-5614715 | Recordkeeping | $17,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,653 | $71,192-33.1% | $117,854-59.6% | $62,292-23.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 7.75% | 18.66%-10.9pp | 335.08%-327.3pp | 28.90%-21.1pp |
| Employer contribution / active EE | $704 | $1,934-63.6% | $3,786-81.4% | $2,042-65.5% |
| Participant deferral / active EE | $3,597 | $3,189+12.8% | $4,482-19.7% | $3,169+13.5% |
| Admin fee / account holder | $97 | $587-83.5% | $8,020-98.8% | $479-79.8% |