Filed December 15, 2005 (most recent of 4 filings on file)
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 35-0145825 | Recordkeeping | $38,616 |
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 | $19,630 | $45,382-56.7% | $154,107-87.3% | $75,289-73.9% |
| Participation rate | 72.0% | 65.9%+6.1pp | 83.0%-11.1pp | 72.4%-0.5pp |
| Annual return | 8.54% | -0.47%+9.0pp | 735.12%-726.6pp | -0.04%+8.6pp |
| Employer contribution / active EE | $358 | $1,533-76.6% | $5,298-93.2% | $2,405-85.1% |
| Participant deferral / active EE | $944 | $2,384-60.4% | $5,081-81.4% | $3,739-74.8% |
| Admin fee / account holder | $8 | $89-91.1% | $13,411-99.9% | $102-92.2% |