Filed March 10, 2010 (most recent of 3 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 26 · EIN 20-1090152 | Advisory (Participants) | $21,738 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,921 | $36,9160% | $156,549-76.4% | $57,658-36.0% |
| Participation rate | 66.7% | 63.4%+3.2pp | 84.0%-17.3pp | 70.2%-3.6pp |
| Annual return | 7.02% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $981 | $1,571-37.5% | $5,501-82.2% | $1,974-50.3% |
| Participant deferral / active EE | $1,948 | $1,926+1.2% | $4,871-60.0% | $3,061-36.3% |
| Admin fee / account holder | $63 | $82-23.5% | $13,027-99.5% | $95-33.3% |