Filed June 14, 2006 (most recent of 5 filings on file)
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 4-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 13 · EIN 42-0127290 | Contract Administrator | $15,726 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,760 | $89,739-1.1% | $149,718-40.7% | $62,292+42.5% |
| Participation rate | 97.2% | 85.1%+12.1pp | 87.1%+10.1pp | 69.5%+27.7pp |
| Annual return | 16.14% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $5,895 | $3,233+82.4% | $5,445+8.3% | $2,042+188.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $61 | $551-88.9% | $11,283-99.5% | $479-87.3% |