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 | Recordkeeping and information managem... | $27,698 |
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 | $49,842 | $46,173+7.9% | $170,442-70.8% | $69,631-28.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.66% | 21.62%-2.0pp | 205.93%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $14 | $1,610-99.1% | $5,433-99.7% | $2,032-99.3% |
| Participant deferral / active EE | $5,882 | $2,080+182.8% | $4,939+19.1% | $3,224+82.5% |
| Admin fee / account holder | $24 | $116-79.0% | $13,880-99.8% | $110-77.9% |