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 |
|---|---|---|
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $16,310 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,627 | $47,126+164.5% | $149,673-16.7% | $74,419+67.5% |
| Participation rate | 91.1% | 63.4%+27.7pp | 78.8%+12.3pp | 70.7%+20.3pp |
| Annual return | 17.95% | 22.75%-4.8pp | 134.42%-116.5pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,081 | $1,905+61.7% | $4,818-36.0% | $2,637+16.8% |
| Participant deferral / active EE | $7,881 | $2,728+188.9% | $5,680+38.8% | $4,528+74.1% |
| Admin fee / account holder | $1 | $343-99.8% | $13,210-100.0% | $348-99.8% |