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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $16,444 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,898 |
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 | $132,676 | $79,523+66.8% | $140,016-5.2% | $56,287+135.7% |
| Participation rate | 73.4% | 85.7%-12.3pp | 87.5%-14.1pp | 69.9%+3.6pp |
| Annual return | 12.61% | 2.39%+10.2pp | 651.12%-638.5pp | -9.96%+22.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,868 | $5,129+14.4% | $6,927-15.3% | $3,350+75.2% |
| Admin fee / account holder | $95 | $614-84.6% | $10,705-99.1% | $521-81.8% |