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 | $375 |
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 | $123,633 | $81,537+51.6% | $149,718-17.4% | $69,631+77.6% |
| Participation rate | 90.5% | 86.1%+4.3pp | 87.1%+3.4pp | 70.7%+19.8pp |
| Annual return | 21.04% | 22.79%-1.7pp | 1501.63%-1480.6pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $2,615 | $3,239-19.3% | $5,445-52.0% | $2,032+28.7% |
| Participant deferral / active EE | $5,537 | $4,994+10.9% | $6,569-15.7% | $3,224+71.8% |
| Admin fee / account holder | $1 | $107-98.9% | $11,283-100.0% | $110-98.9% |