Filed March 10, 2009
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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 | Recordkeeping | $10,714 |
Filed as: SJS INVESTMENT CONSULTING, INC. Service code 28 7648 MARTINO CIRCLE · NAPLES, FL 34112 | Investment Management | $6,324 |
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 | $69,221 | $74,089-6.6% | $133,980-48.3% | $55,167+25.5% |
| Participation rate | 81.1% | 84.3%-3.2pp | 87.1%-6.0pp | 69.0%+12.1pp |
| Annual return | 17.03% | 12.11%+4.9pp | 29.30%-12.3pp | 169.23%-152.2pp |
| Employer contribution / active EE | $3,065 | $3,0640% | $5,211-41.2% | $1,963+56.1% |
| Participant deferral / active EE | $3,628 | $4,678-22.5% | $6,282-42.3% | $3,054+18.8% |
| Admin fee / account holder | $139 | $458-69.8% | $9,324-98.5% | $504-72.5% |