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 |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $15,594 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,829 | $46,292+132.9% | $143,757-25.0% | $64,808+66.4% |
| Participation rate | 81.9% | 64.2%+17.7pp | 80.3%+1.6pp | 71.5%+10.5pp |
| Annual return | -15.61% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,570 | $1,910+34.6% | $4,951-48.1% | $2,506+2.6% |
| Participant deferral / active EE | $6,548 | $2,646+147.5% | $5,637+16.2% | $4,310+51.9% |
| Admin fee / account holder | $1 | $154-99.1% | $14,673-100.0% | $188-99.3% |