Filed June 29, 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 19 · EIN 51-0396365 | Securities Custodian | $176,568 |
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 | $42,270 | $37,117+13.9% | $147,614-71.4% | $55,191-23.4% |
| Participation rate | 83.0% | 63.6%+19.4pp | 84.6%-1.7pp | 69.2%+13.8pp |
| Annual return | 0.75% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $739 | $1,620-54.4% | $5,564-86.7% | $1,899-61.1% |
| Participant deferral / active EE | $2,699 | $1,985+36.0% | $4,895-44.9% | $3,046-11.4% |
| Admin fee / account holder | $243 | $86+184.2% | $11,611-97.9% | $91+167.9% |