Filed September 21, 2006 (most recent of 3 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
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 | $134,070 | $46,072+191.0% | $70,014+91.5% | $55,167+143.0% |
| Participation rate | 99.2% | 67.5%+31.7pp | 71.8%+27.4pp | 69.0%+30.2pp |
| Annual return | 6.18% | 8.68%-2.5pp | 12.99%-6.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $7,728 | $1,500+415.2% | $2,338+230.5% | $1,963+293.7% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,380-100.0% | $504-100.0% |