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 13 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,161 | $43,423+109.9% | $78,689+15.8% | $55,167+65.2% |
| Participation rate | 82.4% | 68.0%+14.3pp | 73.6%+8.8pp | 69.0%+13.4pp |
| Annual return | 5.97% | 11.53%-5.6pp | 62.18%-56.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,318 | $1,997-34.0% | $2,851-53.8% | $1,963-32.8% |
| Participant deferral / active EE | $3,380 | $2,509+34.7% | $3,517-3.9% | $3,054+10.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |