Filed September 19, 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 27 · EIN 26-0058143 | Advisory (Plan) | $51,822 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $75,948 | $66,716+13.8% | $89,391-15.0% | - |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | - |
| Annual return | 15.41% | 11.84%+3.6pp | 245.62%-230.2pp | - |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,586-100.0% | - |
| Participant deferral / active EE | $0 | $2,001-100.0% | $3,890-100.0% | - |
| Admin fee / account holder | $46 | $7,082-99.4% | $4,881-99.1% | - |