Filed October 29, 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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $55,626 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,309 | $37,039+8.8% | $147,614-72.7% | $59,188-31.9% |
| Participation rate | 86.3% | 63.8%+22.5pp | 84.6%+1.7pp | 69.4%+16.9pp |
| Annual return | 0.07% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $64 | $1,353-95.2% | $5,564-98.8% | $2,098-96.9% |
| Participant deferral / active EE | $3,865 | $2,094+84.6% | $4,895-21.0% | $3,265+18.4% |
| Admin fee / account holder | $54 | $60-11.0% | $11,611-99.5% | $92-41.9% |