Filed March 28, 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 60 · EIN 04-2647786 | Sub-TA Fees | $42,953 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $18,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,279 | $56,503-44.6% | $70,092-55.4% | $64,808-51.7% |
| Participation rate | 98.2% | 70.5%+27.7pp | 70.5%+27.7pp | 71.5%+26.8pp |
| Annual return | -16.33% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $851 | $2,046-58.4% | $2,559-66.8% | $2,506-66.1% |
| Participant deferral / active EE | $3,301 | $3,389-2.6% | $3,849-14.2% | $4,310-23.4% |
| Admin fee / account holder | $137 | $160-14.7% | $6,267-97.8% | $188-27.2% |