Filed June 8, 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 13 · EIN 41-0417830 | Contract Administrator | $8,468 |
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 | $81,848 | $61,156+33.8% | $185,823-56.0% | $79,386+3.1% |
| Participation rate | 96.3% | 66.6%+29.7pp | 81.7%+14.6pp | 70.7%+25.6pp |
| Annual return | 27.06% | 19.45%+7.6pp | 122.05%-95.0pp | 116.85%-89.8pp |
| Employer contribution / active EE | $3,842 | $2,321+65.6% | $5,167-25.6% | $2,427+58.3% |
| Participant deferral / active EE | $3,777 | $2,789+35.4% | $5,568-32.2% | $4,046-6.6% |
| Admin fee / account holder | $48 | $710-93.3% | $16,237-99.7% | $626-92.4% |