Filed June 5, 2013 (most recent of 3 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 25 · EIN 04-2647786 | Directed Trustee | -$3,189 |
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 | $69,173 | $71,802-3.7% | $133,980-48.4% | $57,658+20.0% |
| Participation rate | 95.2% | 85.5%+9.8pp | 87.1%+8.2pp | 70.2%+25.0pp |
| Annual return | 8.07% | 13.51%-5.4pp | 29.30%-21.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $3,085 | $3,161-2.4% | $5,211-40.8% | $1,974+56.3% |
| Participant deferral / active EE | $4,531 | $4,606-1.6% | $6,282-27.9% | $3,061+48.0% |
| Admin fee / account holder | -$3 | $88-103.2% | $9,324-100.0% | $95-103.0% |