Filed July 16, 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 60 · EIN 04-2647786 | Sub-TA Fees | $56,123 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $308,373 | $155,795+97.9% | $136,294+126.3% | $69,631+342.9% |
| Participation rate | 98.2% | 75.2%+22.9pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 18.29% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $17,434 | $2,991+482.9% | $4,695+271.3% | $2,032+757.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $89 | $128-30.4% | $9,243-99.0% | $110-19.2% |