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) | $26,590 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,118 |
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 | $38,102 | $46,173-17.5% | $170,442-77.6% | $69,631-45.3% |
| Participation rate | 72.7% | 63.9%+8.8pp | 83.6%-10.9pp | 70.7%+2.0pp |
| Annual return | 13.31% | 21.62%-8.3pp | 205.93%-192.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $1,006 | $1,610-37.5% | $5,433-81.5% | $2,032-50.5% |
| Participant deferral / active EE | $2,025 | $2,080-2.7% | $4,939-59.0% | $3,224-37.2% |
| Admin fee / account holder | $71 | $116-38.4% | $13,880-99.5% | $110-35.3% |