Filed July 16, 2006 (most recent of 2 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 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 50 · EIN 04-2647786 | Direct Payment | $20,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,957 | $113,293-32.1% | $67,502+14.0% | $199,593-61.4% |
| Participation rate | 92.0% | 73.3%+18.7pp | 72.9%+19.1pp | 72.0%+20.0pp |
| Annual return | 12.00% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,161 | $4,159+0.1% | $4,000+4.0% | $5,087-18.2% |
| Admin fee / account holder | $43 | $103-58.0% | $3,998-98.9% | $269-84.0% |