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 | -$83,017 |
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 | $280,038 | $95,274+193.9% | $135,903+106.1% | $74,419+276.3% |
| Participation rate | 90.1% | 78.2%+11.9pp | 81.9%+8.2pp | 70.7%+19.3pp |
| Annual return | 20.30% | 32.77%-12.5pp | 68.23%-47.9pp | 34.38%-14.1pp |
| Employer contribution / active EE | $14,495 | $3,874+274.1% | $4,856+198.5% | $2,637+449.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $94 | $266-64.5% | $10,762-99.1% | $348-72.9% |