Filed June 14, 2006 (most recent of 2 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $21,690 |
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 | $28,967 | $65,376-55.7% | $87,100-66.7% | $65,185-55.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.28% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,463 | $1,822-19.7% | $2,521-42.0% | $2,177-32.8% |
| Participant deferral / active EE | $2,073 | $3,388-38.8% | $4,049-48.8% | $3,514-41.0% |
| Admin fee / account holder | $135 | $520-74.1% | $7,497-98.2% | $847-84.1% |