Filed January 23, 2006 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,300 |
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 | $60,655 | $37,117+63.4% | $147,614-58.9% | $55,191+9.9% |
| Participation rate | 82.1% | 63.6%+18.5pp | 84.6%-2.5pp | 69.2%+12.9pp |
| Annual return | 0.36% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,141 | $1,620+32.1% | $5,564-61.5% | $1,899+12.8% |
| Participant deferral / active EE | $5,050 | $1,985+154.3% | $4,895+3.2% | $3,046+65.8% |
| Admin fee / account holder | $3 | $86-96.3% | $11,611-100.0% | $91-96.6% |