Filed March 8, 2006 (most recent of 2 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 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,403 | $60,989+46.6% | $60,874+46.9% | $66,914+33.6% |
| Participation rate | 96.7% | 74.5%+22.3pp | 73.1%+23.6pp | 69.8%+26.9pp |
| Annual return | -15.23% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $5,249 | $2,661+97.3% | $2,701+94.3% | $2,544+106.3% |
| Participant deferral / active EE | $5,204 | $3,615+44.0% | $3,817+36.4% | $4,237+22.8% |
| Admin fee / account holder | $1 | $338-99.8% | $3,224-100.0% | $593-99.9% |