Filed January 3, 2012
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 15 · EIN 84-0467907 | Recordkeeping | $2,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,440 | $61,156-55.1% | $185,823-85.2% | $79,386-65.4% |
| Participation rate | 72.5% | 66.6%+5.9pp | 81.7%-9.2pp | 70.7%+1.8pp |
| Annual return | 12.25% | 19.45%-7.2pp | 122.05%-109.8pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,040 | $2,321-55.2% | $5,167-79.9% | $2,427-57.2% |
| Participant deferral / active EE | $1,891 | $2,789-32.2% | $5,568-66.0% | $4,046-53.3% |
| Admin fee / account holder | $27 | $710-96.2% | $16,237-99.8% | $626-95.7% |