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 | $9,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,261 | $121,341-31.4% | $189,513-56.1% | $79,386+4.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.48% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $5,403 | $3,915+38.0% | $6,162-12.3% | $2,427+122.6% |
| Participant deferral / active EE | $6,825 | $6,395+6.7% | $8,221-17.0% | $4,046+68.7% |
| Admin fee / account holder | $36 | $651-94.5% | $12,045-99.7% | $626-94.3% |