Filed December 22, 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 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,361 |
ROSENBAUM FINANCIAL3+ years Service code 27 · EIN 93-0894343 | Advisory (Plan) | $8,544 |
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 | $38,566 | $45,073-14.4% | $69,455-44.5% | $72,985-47.2% |
| Participation rate | 85.4% | 68.5%+16.9pp | 74.6%+10.8pp | 69.5%+15.9pp |
| Annual return | 8.56% | 22.65%-14.1pp | 28.97%-20.4pp | 81.00%-72.4pp |
| Employer contribution / active EE | $1,951 | $2,054-5.0% | $2,779-29.8% | $2,440-20.0% |
| Participant deferral / active EE | $2,016 | $2,602-22.5% | $3,535-43.0% | $3,607-44.1% |
| Admin fee / account holder | $201 | $3,056-93.4% | $3,839-94.8% | $5,124-96.1% |