Filed June 27, 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 | $13,975 |
Participant contribution per participant 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 | $80,836 | $63,924+26.5% | $108,579-25.6% | $55,167+46.5% |
| Participation rate | 99.2% | 74.3%+24.9pp | 79.6%+19.7pp | 69.0%+30.3pp |
| Annual return | 6.19% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $11,039 | $1,879+487.4% | $3,758+193.7% | $1,963+462.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $153 | $618-75.2% | $7,645-98.0% | $504-69.6% |