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 | $106,636 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,716 | $87,621+98.3% | $86,436+101.0% | $77,904+123.0% |
| Participation rate | 92.1% | 85.8%+6.3pp | 80.3%+11.7pp | 73.7%+18.4pp |
| Annual return | -19.80% | -13.90%-5.9pp | 4394.89%-4414.7pp | 12.21%-32.0pp |
| Employer contribution / active EE | $3,520 | $3,474+1.3% | $3,769-6.6% | $2,848+23.6% |
| Participant deferral / active EE | $11,484 | $8,645+32.8% | $6,952+65.2% | $4,806+139.0% |
| Admin fee / account holder | $2 | $85-97.7% | $6,731-100.0% | $133-98.5% |