Filed October 5, 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 |
|---|---|---|
Filed as: SOUND FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 16-1639772 320 JAMES E. BOHANAN DR. · VANDALIA, OH 45377 | Advisory (Plan) | $10,500 |
TWG BENEFITS, INC.1 year Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $6,106 |
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 | $48,946 | $55,449-11.7% | $83,848-41.6% | $56,287-13.0% |
| Participation rate | 98.5% | 68.0%+30.4pp | 76.1%+22.3pp | 69.9%+28.6pp |
| Annual return | -3.05% | -1.38%-1.7pp | 850.88%-853.9pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,321 | $2,430-45.7% | $3,631-63.6% | $2,111-37.4% |
| Participant deferral / active EE | $3,329 | $2,935+13.4% | $4,082-18.4% | $3,350-0.6% |
| Admin fee / account holder | $122 | $656-81.3% | $5,478-97.8% | $521-76.5% |