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 | $27,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,953 | $100,227+74.6% | $169,993+2.9% | $74,419+135.1% |
| Participation rate | 94.4% | 87.3%+7.1pp | 87.0%+7.4pp | 70.7%+23.7pp |
| Annual return | 19.85% | 66.08%-46.2pp | 53.37%-33.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,849 | $4,263-9.7% | $6,785-43.3% | $2,637+46.0% |
| Participant deferral / active EE | $8,282 | $7,143+15.9% | $10,408-20.4% | $4,528+82.9% |
| Admin fee / account holder | $83 | $234-64.6% | $12,815-99.4% | $348-76.1% |