Filed March 27, 2007
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 99 · EIN 71-0294708 | Other Fees | $29,517 |
Service code 99 · EIN 47-1411118 | Other Fees | $4,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,690 | $55,415-8.5% | $155,509-67.4% | $74,495-32.0% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 15.53% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,839 | $2,267+25.2% | $4,672-39.2% | $2,623+8.2% |
| Participant deferral / active EE | $3,425 | $2,836+20.8% | $5,626-39.1% | $4,346-21.2% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |