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 | $153,852 |
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 | $46,574 | $36,916+26.2% | $156,549-70.2% | $57,658-19.2% |
| Participation rate | 85.0% | 63.4%+21.6pp | 84.0%+1.0pp | 70.2%+14.8pp |
| Annual return | 7.88% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.7pp |
| Employer contribution / active EE | $772 | $1,571-50.9% | $5,501-86.0% | $1,974-60.9% |
| Participant deferral / active EE | $2,745 | $1,926+42.6% | $4,871-43.6% | $3,061-10.3% |
| Admin fee / account holder | $196 | $82+137.2% | $13,027-98.5% | $95+107.0% |