Filed December 21, 2006
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 60 · EIN 04-2647786 | Sub-TA Fees | $34,726 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,361 | $90,410-68.6% | $91,001-68.8% | $77,958-63.6% |
| Participation rate | 83.9% | 86.4%-2.5pp | 75.6%+8.3pp | 71.6%+12.2pp |
| Annual return | 16.40% | 21.34%-4.9pp | 4.60%+11.8pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,922 | $3,392-43.3% | $2,456-21.7% | $2,310-16.8% |
| Participant deferral / active EE | $2,992 | $4,816-37.9% | $3,547-15.7% | $3,537-15.4% |
| Admin fee / account holder | $56 | $79-29.3% | $5,417-99.0% | $97-42.6% |