Filed October 25, 2010
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 42-0127290 | Contract Administrator | $31,411 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,736 |
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 | $33,596 | $58,879-42.9% | $178,490-81.2% | $73,488-54.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 16.92% | 24.86%-7.9pp | 151.07%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,450 | $2,236-35.2% | $5,011-71.1% | $2,270-36.1% |
| Participant deferral / active EE | $3,512 | $2,567+36.8% | $5,202-32.5% | $3,740-6.1% |
| Admin fee / account holder | $236 | $400-41.0% | $13,984-98.3% | $513-53.9% |