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 | -$12,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,644 | $70,908+228.1% | $98,907+135.2% | $73,488+216.6% |
| Participation rate | 97.6% | 73.8%+23.8pp | 76.0%+21.5pp | 70.7%+26.9pp |
| Annual return | 14.76% | 34.17%-19.4pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,920 | $2,036+43.4% | $2,689+8.6% | $2,270+28.6% |
| Participant deferral / active EE | $5,729 | $3,500+63.7% | $4,244+35.0% | $3,740+53.2% |
| Admin fee / account holder | -$36 | $535-106.8% | $6,642-100.5% | $513-107.1% |