Filed January 6, 2006
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 60 · EIN 04-2647786 | Sub-TA Fees | $4,612 |
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 | $59,316 | $98,982-40.1% | $162,163-63.4% | $65,185-9.0% |
| Participation rate | 98.5% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.3pp |
| Annual return | 25.49% | 24.84%+0.7pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $4,421 | $3,467+27.5% | $5,614-21.3% | $2,177+103.1% |
| Participant deferral / active EE | $5,144 | $5,384-4.5% | $7,298-29.5% | $3,514+46.4% |
| Admin fee / account holder | $18 | $596-97.0% | $10,843-99.8% | $847-97.9% |