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 | -$112,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $255,543 | $82,202+210.9% | $125,339+103.9% | $64,808+294.3% |
| Participation rate | 93.4% | 77.9%+15.5pp | 82.4%+11.0pp | 71.5%+21.9pp |
| Annual return | -18.39% | 3.48%-21.9pp | 572.05%-590.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $16,062 | $3,615+344.3% | $4,814+233.7% | $2,506+541.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $98 | $163-39.7% | $10,010-99.0% | $188-47.6% |