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 | $15,632 |
ROSENBAUM FINANCIAL5+ years Service code 27 · EIN 93-0894343 | Advisory (Plan) | $10,819 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,344 | $53,822-15.8% | $75,696-40.1% | $85,850-47.2% |
| Participation rate | 89.6% | 69.1%+20.5pp | 74.8%+14.8pp | 69.3%+20.3pp |
| Annual return | 24.16% | 24.54%-0.4pp | 104.53%-80.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,172 | $2,017+7.7% | $2,743-20.8% | $2,565-15.3% |
| Participant deferral / active EE | $2,318 | $2,895-19.9% | $3,821-39.3% | $3,952-41.3% |
| Admin fee / account holder | $259 | $3,343-92.2% | $3,619-92.8% | $6,260-95.9% |