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 | -$7,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,778 | $130,194-32.6% | $169,993-48.4% | $71,457+22.8% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 19.19% | 20.37%-1.2pp | 53.37%-34.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $5,745 | $4,381+31.1% | $6,785-15.3% | $2,588+122.0% |
| Participant deferral / active EE | $7,499 | $6,923+8.3% | $10,408-27.9% | $4,289+74.8% |
| Admin fee / account holder | -$30 | $966-103.1% | $12,815-100.2% | $1,587-101.9% |