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 52 · EIN 04-1590850 | Indirect Investment Fees | $66,585 |
STURM, RUGER & COMPANY, INC.1+ years Service code 10 · EIN 06-0633559 | Accounting | $66,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,231 | $71,957-30.2% | $67,652-25.8% | $59,188-15.1% |
| Participation rate | 97.0% | 82.7%+14.3pp | 75.7%+21.3pp | 69.4%+27.6pp |
| Annual return | 0.25% | 8.53%-8.3pp | 6625.04%-6624.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $4,188 | $2,432+72.2% | $2,266+84.9% | $2,098+99.6% |
| Participant deferral / active EE | $2,600 | $4,211-38.3% | $3,560-27.0% | $3,265-20.4% |
| Admin fee / account holder | $32 | $64-49.7% | $4,821-99.3% | $92-65.0% |