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 | $30,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,389 | $73,638-51.9% | $95,952-63.1% | $73,488-51.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.15% | 16.78%-3.6pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $512 | $1,863-72.5% | $2,541-79.9% | $2,270-77.5% |
| Participant deferral / active EE | $1,846 | $3,617-49.0% | $4,167-55.7% | $3,740-50.6% |
| Admin fee / account holder | $115 | $482-76.2% | $6,795-98.3% | $513-77.6% |