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 | Finders' fees / placement fees; Direc... | $5,391 |
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 | $41,108 | $36,916+11.4% | $156,549-73.7% | $57,658-28.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 10.59% | 12.38%-1.8pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $2 | $1,571-99.9% | $5,501-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $4,970 | $1,926+158.1% | $4,871+2.0% | $3,061+62.4% |
| Admin fee / account holder | $5 | $82-94.1% | $13,027-100.0% | $95-94.9% |