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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TOROSO INVESTMENTS1 year Service code 99 · EIN 45-4779500 | Other Fees | $6,325 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,000 |
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 | $40,953 | $55,790-26.6% | $76,817-46.7% | $67,579-39.4% |
| Participation rate | 87.4% | 71.1%+16.3pp | 72.1%+15.3pp | 71.3%+16.1pp |
| Annual return | 19.21% | 64.45%-45.2pp | 1166.11%-1146.9pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,606 | $1,810+43.9% | $2,302+13.2% | $2,148+21.3% |
| Participant deferral / active EE | $1,689 | $2,875-41.3% | $3,336-49.4% | $3,539-52.3% |
| Admin fee / account holder | $20 | $159-87.5% | $6,420-99.7% | $142-86.0% |