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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,601 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,150 |
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 | $92,211 | $62,928+46.5% | $172,739-46.6% | $67,579+36.4% |
| Participation rate | 91.7% | 64.5%+27.3pp | 82.6%+9.1pp | 71.3%+20.4pp |
| Annual return | 22.87% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,210 | $1,636+35.1% | $5,143-57.0% | $2,148+2.9% |
| Participant deferral / active EE | $5,694 | $2,145+165.5% | $5,198+9.5% | $3,539+60.9% |
| Admin fee / account holder | $1 | $167-99.2% | $13,954-100.0% | $142-99.1% |