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 64 · EIN 04-2647786 | Recordkeeping Fees | $750 |
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 | $137,263 | $88,515+55.1% | $162,163-15.4% | $67,579+103.1% |
| Participation rate | 93.8% | 86.8%+7.0pp | 87.6%+6.3pp | 71.3%+22.5pp |
| Annual return | 22.89% | 27.04%-4.2pp | 115.59%-92.7pp | 378.56%-355.7pp |
| Employer contribution / active EE | $3,162 | $3,563-11.3% | $5,614-43.7% | $2,148+47.2% |
| Participant deferral / active EE | $6,202 | $5,724+8.4% | $7,298-15.0% | $3,539+75.2% |
| Admin fee / account holder | $2 | $124-98.3% | $10,843-100.0% | $142-98.5% |