Filed May 23, 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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return 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 | $38,794 | $58,879-34.1% | $178,490-78.3% | $73,488-47.2% |
| Participation rate | 98.9% | 66.2%+32.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 3.93% | 24.86%-20.9pp | 151.07%-147.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $1,831 | $2,236-18.1% | $5,011-63.4% | $2,270-19.3% |
| Participant deferral / active EE | $1,908 | $2,567-25.7% | $5,202-63.3% | $3,740-49.0% |
| Admin fee / account holder | $29 | $400-92.8% | $13,984-99.8% | $513-94.4% |