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 | $5,119 |
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 | $28,280 | $50,106-43.6% | $70,014-59.6% | $57,658-51.0% |
| Participation rate | 79.0% | 70.9%+8.2pp | 71.8%+7.2pp | 70.2%+8.8pp |
| Annual return | 7.10% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,250 | $1,739+29.4% | $2,338-3.8% | $1,974+14.0% |
| Participant deferral / active EE | $1,332 | $2,486-46.4% | $2,931-54.5% | $3,061-56.5% |
| Admin fee / account holder | $17 | $89-80.6% | $4,380-99.6% | $95-81.7% |