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 | $23,730 |
Service code 10 · EIN 54-2190047 | Accounting | $14,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,333 | $65,435-47.5% | $86,677-60.4% | $66,914-48.7% |
| Participation rate | 94.7% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.9pp |
| Annual return | -14.43% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,631 | $2,153-24.2% | $2,836-42.5% | $2,544-35.9% |
| Participant deferral / active EE | $2,777 | $4,100-32.3% | $4,656-40.4% | $4,237-34.5% |
| Admin fee / account holder | $185 | $642-71.2% | $7,493-97.5% | $593-68.8% |