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 | $4,750 |
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 | $34,091 | $53,925-36.8% | $75,670-54.9% | $69,631-51.0% |
| Participation rate | 82.4% | 71.2%+11.2pp | 72.3%+10.1pp | 70.7%+11.8pp |
| Annual return | 18.55% | 17.84%+0.7pp | 27.34%-8.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,498 | $1,802+38.6% | $2,352+6.2% | $2,032+22.9% |
| Participant deferral / active EE | $1,558 | $2,569-39.4% | $3,142-50.4% | $3,224-51.7% |
| Admin fee / account holder | $15 | $97-84.3% | $5,800-99.7% | $110-86.2% |