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 | $8,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,486 | $102,553-34.2% | $151,611-55.5% | $66,914+0.9% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | -16.16% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $5,207 | $4,180+24.6% | $6,166-15.5% | $2,544+104.7% |
| Participant deferral / active EE | $6,930 | $6,641+4.4% | $8,363-17.1% | $4,237+63.6% |
| Admin fee / account holder | $30 | $630-95.3% | $11,616-99.7% | $593-95.0% |