Filed August 28, 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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $4,926 |
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 | $25,913 | $48,277-46.3% | $63,517-59.2% | $55,191-53.0% |
| Participation rate | 76.6% | 69.4%+7.2pp | 71.0%+5.6pp | 69.2%+7.5pp |
| Annual return | 0.75% | 2.37%-1.6pp | -70.30%+71.0pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,217 | $1,592+39.3% | $2,322-4.5% | $1,899+16.8% |
| Participant deferral / active EE | $1,296 | $2,432-46.7% | $2,953-56.1% | $3,046-57.5% |
| Admin fee / account holder | $18 | $86-79.1% | $5,892-99.7% | $91-80.2% |