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 | $194,753 |
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 | $45,491 | $37,196+22.3% | $154,107-70.5% | $55,725-18.4% |
| Participation rate | 87.8% | 64.1%+23.7pp | 83.0%+4.8pp | 70.9%+17.0pp |
| Annual return | -5.26% | 1319.68%-1324.9pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $802 | $1,614-50.3% | $5,298-84.9% | $2,078-61.4% |
| Participant deferral / active EE | $2,865 | $2,068+38.5% | $5,081-43.6% | $3,356-14.6% |
| Admin fee / account holder | $276 | $102+171.5% | $13,411-97.9% | $115+139.5% |