Filed November 9, 2005 (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 49 · EIN 81-4017137 | Other Services | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,484 | $86,897-51.1% | $151,611-72.0% | $64,808-34.4% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -4.53% | -3.57%-1.0pp | 3.33%-7.9pp | 32.82%-37.3pp |
| Employer contribution / active EE | $2,801 | $4,010-30.1% | $6,166-54.6% | $2,506+11.8% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-99.7% | $11,616-100.0% | $188-99.8% |