Filed February 1, 2008
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 |
|---|---|---|
MARKETING SERVICES1+ years Service code 26 · EIN 99-9002026 | Advisory (Participants) | $18,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,768 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,696 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,210 | $57,103-20.8% | $87,507-48.3% | $57,658-21.6% |
| Participation rate | 95.3% | 64.3%+31.0pp | 73.8%+21.5pp | 70.2%+25.1pp |
| Annual return | 6.02% | 12.71%-6.7pp | 12.21%-6.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,673 | $1,107+51.1% | $2,550-34.4% | $1,974-15.3% |
| Participant deferral / active EE | $2,790 | $2,250+24.0% | $3,149-11.4% | $3,061-8.8% |
| Admin fee / account holder | $62 | $281-78.0% | $4,221-98.5% | $95-34.7% |