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 | $176,427 |
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 | $52,441 | $46,173+13.6% | $170,442-69.2% | $69,631-24.7% |
| Participation rate | 86.2% | 63.9%+22.3pp | 83.6%+2.6pp | 70.7%+15.5pp |
| Annual return | 14.26% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $754 | $1,610-53.2% | $5,433-86.1% | $2,032-62.9% |
| Participant deferral / active EE | $2,688 | $2,080+29.2% | $4,939-45.6% | $3,224-16.6% |
| Admin fee / account holder | $229 | $116+97.5% | $13,880-98.4% | $110+107.4% |