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 | $23,770 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,562 | $86,897+73.3% | $151,611-0.7% | $64,808+132.3% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.5%+7.2pp | 71.5%+23.3pp |
| Annual return | -18.10% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,759 | $4,010-6.3% | $6,166-39.0% | $2,506+50.0% |
| Participant deferral / active EE | $8,003 | $6,690+19.6% | $8,363-4.3% | $4,310+85.7% |
| Admin fee / account holder | $72 | $153-52.8% | $11,616-99.4% | $188-61.5% |