Filed October 12, 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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $43,570 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 28 · EIN 23-3189064 | Investment Management | $18,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,217 | $85,635+114.0% | $123,892+47.9% | $63,975+186.4% |
| Participation rate | 100.0% | 74.9%+25.0pp | 81.4%+18.5pp | 71.1%+28.8pp |
| Annual return | 6.59% | 15.74%-9.2pp | 47.52%-40.9pp | 48.65%-42.1pp |
| Employer contribution / active EE | $9,883 | $3,076+221.2% | $4,617+114.1% | $2,182+353.0% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $12 | $75-83.9% | $8,357-99.9% | $70-82.9% |