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 | $133,399 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,653 | $134,045-77.9% | $80,019-62.9% | $75,289-60.6% |
| Participation rate | 74.6% | 85.8%-11.2pp | 75.8%-1.3pp | 72.4%+2.1pp |
| Annual return | -6.15% | -0.56%-5.6pp | 11.22%-17.4pp | -0.04%-6.1pp |
| Employer contribution / active EE | $1,918 | $3,492-45.1% | $2,468-22.3% | $2,405-20.3% |
| Participant deferral / active EE | $3,021 | $4,976-39.3% | $3,686-18.0% | $3,739-19.2% |
| Admin fee / account holder | $74 | $124-40.2% | $6,521-98.9% | $102-27.6% |