Filed January 6, 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 |
|---|---|---|
GARY BAURER3+ years Service code 27 · EIN 13-8426984 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,944 |
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 | $97,694 | $71,666+36.3% | $117,854-17.1% | $69,631+40.3% |
| Participation rate | 93.3% | 77.5%+15.7pp | 79.7%+13.6pp | 70.7%+22.6pp |
| Annual return | 15.39% | 18.86%-3.5pp | 335.08%-319.7pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $914 | $1,889-51.6% | $3,786-75.9% | $2,032-55.0% |
| Participant deferral / active EE | $4,053 | $3,340+21.3% | $4,482-9.6% | $3,224+25.7% |
| Admin fee / account holder | $130 | $120+7.7% | $8,020-98.4% | $110+17.4% |