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 | -$81,886 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,476 | $100,801+215.9% | $149,696+112.7% | $73,409+333.8% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.5%+12.0pp | 72.2%+22.3pp |
| Annual return | 18.66% | 265.34%-246.7pp | 276.60%-257.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $16,228 | $3,312+390.0% | $4,644+249.4% | $2,234+626.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $95 | $181-47.3% | $9,309-99.0% | $158-39.7% |