Filed October 17, 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 27 · EIN 81-0192860 | Advisory (Plan) | $31,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,963 | $70,908+81.9% | $98,907+30.4% | $73,488+75.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 20.37% | 34.17%-13.8pp | 196.43%-176.1pp | 28.51%-8.1pp |
| Employer contribution / active EE | $3,175 | $2,036+55.9% | $2,689+18.1% | $2,270+39.9% |
| Participant deferral / active EE | $5,785 | $3,500+65.3% | $4,244+36.3% | $3,740+54.7% |
| Admin fee / account holder | $357 | $535-33.3% | $6,642-94.6% | $513-30.5% |