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) | $30,110 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,388 |
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 | $32,389 | $37,196-12.9% | $154,107-79.0% | $55,725-41.9% |
| Participation rate | 74.5% | 64.1%+10.4pp | 83.0%-8.5pp | 70.9%+3.7pp |
| Annual return | -4.74% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,001 | $1,614-38.0% | $5,298-81.1% | $2,078-51.8% |
| Participant deferral / active EE | $1,882 | $2,068-9.0% | $5,081-63.0% | $3,356-43.9% |
| Admin fee / account holder | $65 | $102-36.0% | $13,411-99.5% | $115-43.6% |