Filed October 17, 2006 (most recent of 3 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 | -$20,521 |
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 | $197,315 | $74,347+165.4% | $93,606+110.8% | $67,579+192.0% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.6pp |
| Annual return | 24.10% | 28.07%-4.0pp | 32.76%-8.7pp | 378.56%-354.5pp |
| Employer contribution / active EE | $4,942 | $2,583+91.3% | $2,718+81.8% | $2,148+130.1% |
| Participant deferral / active EE | $5,764 | $4,060+42.0% | $4,069+41.7% | $3,539+62.9% |
| Admin fee / account holder | -$62 | $123-150.7% | $7,888-100.8% | $142-143.7% |