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 | $1,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,926 | $150,818-69.5% | $81,382-43.6% | - |
| Participation rate | 93.9% | 67.3%+26.6pp | 69.5%+24.5pp | - |
| Annual return | 14.17% | 14.05%+0.1pp | 24.73%-10.6pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $2,463-100.0% | - |
| Participant deferral / active EE | $4,157 | $4,233-1.8% | $3,883+7.1% | - |
| Admin fee / account holder | $17 | $25,214-99.9% | $5,768-99.7% | - |