Filed December 24, 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 13 · EIN 42-0127290 | Contract Administrator | $21,462 |
Service code 14 · EIN 75-0800692 | Plan Administrator | $0 |
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 | $51,369 | $37,196+38.1% | $154,107-66.7% | $55,725-7.8% |
| Participation rate | 45.8% | 64.1%-18.3pp | 83.0%-37.2pp | 70.9%-25.1pp |
| Annual return | -4.10% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $967 | $1,614-40.1% | $5,298-81.7% | $2,078-53.5% |
| Participant deferral / active EE | $1,749 | $2,068-15.4% | $5,081-65.6% | $3,356-47.9% |
| Admin fee / account holder | $100 | $102-1.3% | $13,411-99.3% | $115-12.9% |