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 | $90,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,188 | $89,282+136.5% | $94,646+123.1% | $74,419+183.8% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 70.7%+23.0pp |
| Annual return | 22.92% | 25.96%-3.0pp | 156.71%-133.8pp | 34.38%-11.5pp |
| Employer contribution / active EE | $4,113 | $3,022+36.1% | $3,672+12.0% | $2,637+55.9% |
| Participant deferral / active EE | $14,121 | $8,425+67.6% | $7,418+90.4% | $4,528+211.9% |
| Admin fee / account holder | $2 | $219-98.9% | $7,231-100.0% | $348-99.3% |