Filed May 16, 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 17 · EIN 47-1411118 | Pension Consulting | $126,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,189 | $89,808+174.1% | $100,391+145.2% | $77,643+217.1% |
| Participation rate | 94.0% | 81.2%+12.8pp | 81.5%+12.5pp | 70.6%+23.4pp |
| Annual return | 18.73% | 20.62%-1.9pp | 49.20%-30.5pp | 31.24%-12.5pp |
| Employer contribution / active EE | $4,237 | $3,039+39.4% | $3,942+7.5% | $2,726+55.4% |
| Participant deferral / active EE | $14,115 | $8,284+70.4% | $8,082+74.7% | $4,647+203.7% |
| Admin fee / account holder | $3 | $174-98.4% | $7,899-100.0% | $430-99.3% |