Filed July 14, 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 | $350 |
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 | $103,902 | $68,413+51.9% | $123,104-15.6% | $55,191+88.3% |
| Participation rate | 85.2% | 84.5%+0.7pp | 86.8%-1.6pp | 69.2%+16.0pp |
| Annual return | 0.30% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,310 | $3,050-24.3% | $5,151-55.2% | $1,899+21.7% |
| Participant deferral / active EE | $5,307 | $4,490+18.2% | $6,230-14.8% | $3,046+74.2% |
| Admin fee / account holder | $1 | $88-98.6% | $9,015-100.0% | $91-98.7% |