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) | $38,278 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,986 |
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 | $41,103 | $52,293-21.4% | $178,490-77.0% | $73,409-44.0% |
| Participation rate | 78.9% | 65.3%+13.5pp | 81.9%-3.1pp | 72.2%+6.7pp |
| Annual return | 14.94% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,044 | $1,735-39.8% | $5,011-79.2% | $2,234-53.3% |
| Participant deferral / active EE | $2,250 | $2,332-3.5% | $5,202-56.7% | $3,805-40.9% |
| Admin fee / account holder | $72 | $127-43.2% | $13,984-99.5% | $158-54.2% |