Filed June 14, 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 15 · EIN 30-0219031 | Recordkeeping | $51,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,140 | $79,171+58.1% | $102,423+22.2% | $74,495+68.0% |
| Participation rate | 80.4% | 74.8%+5.6pp | 76.5%+3.9pp | 67.2%+13.2pp |
| Annual return | 14.42% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $5,009 | $2,362+112.0% | $3,023+65.7% | $2,623+91.0% |
| Participant deferral / active EE | $5,430 | $4,415+23.0% | $5,053+7.5% | $4,346+25.0% |
| Admin fee / account holder | $284 | $2,001-85.8% | $9,451-97.0% | $1,942-85.4% |