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 | $275 |
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 | $163,217 | $111,608+46.2% | $177,821-8.2% | $73,409+122.3% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.7%+5.1pp | 72.2%+20.7pp |
| Annual return | 17.90% | 18.23%-0.3pp | 48.32%-30.4pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,274 | $3,796-13.8% | $5,918-44.7% | $2,234+46.6% |
| Participant deferral / active EE | $6,878 | $6,199+11.0% | $7,714-10.8% | $3,805+80.8% |
| Admin fee / account holder | $1 | $166-99.5% | $12,427-100.0% | $158-99.5% |