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 | $195,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,828 | $52,293-2.8% | $178,490-71.5% | $73,409-30.8% |
| Participation rate | 97.2% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 33.14% | 34.75%-1.6pp | 151.07%-117.9pp | 59.29%-26.1pp |
| Employer contribution / active EE | $629 | $1,735-63.8% | $5,011-87.5% | $2,234-71.9% |
| Participant deferral / active EE | $2,383 | $2,332+2.2% | $5,202-54.2% | $3,805-37.4% |
| Admin fee / account holder | $210 | $127+64.8% | $13,984-98.5% | $158+32.9% |