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 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 |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,591 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,989 | $50,127-38.2% | $149,673-79.3% | $80,160-61.3% |
| Participation rate | 93.6% | 64.3%+29.4pp | 78.8%+14.9pp | 72.9%+20.7pp |
| Annual return | 17.18% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $1,588 | $1,865-14.9% | $4,818-67.0% | $2,978-46.7% |
| Participant deferral / active EE | $4,406 | $3,194+38.0% | $5,680-22.4% | $5,017-12.2% |
| Admin fee / account holder | $2 | $153-98.9% | $13,210-100.0% | $145-98.9% |