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 | $66,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,580 | $80,211-34.4% | $74,183-29.1% | $63,975-17.8% |
| Participation rate | 96.9% | 84.2%+12.7pp | 76.6%+20.3pp | 71.1%+25.7pp |
| Annual return | 7.73% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $4,506 | $2,553+76.5% | $2,370+90.1% | $2,182+106.5% |
| Participant deferral / active EE | $2,787 | $4,370-36.2% | $3,550-21.5% | $3,356-17.0% |
| Admin fee / account holder | $29 | $67-56.3% | $5,586-99.5% | $70-58.3% |