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 24 · EIN 71-0294708 | Discretionary Trustee | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,537 | $59,584-30.3% | $86,874-52.2% | $79,386-47.7% |
| Participation rate | 91.0% | 67.7%+23.3pp | 71.6%+19.4pp | 70.7%+20.3pp |
| Annual return | 12.09% | 23.15%-11.1pp | 63.52%-51.4pp | 116.85%-104.8pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,119 | $3,036+2.7% | $3,699-15.7% | $4,046-22.9% |
| Admin fee / account holder | $1 | $604-99.9% | $5,828-100.0% | $626-99.9% |