Filed September 14, 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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $38,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,339 | $84,487+106.4% | $125,339+39.1% | $66,914+160.5% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.5pp | 69.8%+25.1pp |
| Annual return | -15.00% | -8.39%-6.6pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,705 | $3,553+32.4% | $4,814-2.2% | $2,544+84.9% |
| Participant deferral / active EE | $7,086 | $6,781+4.5% | $7,446-4.8% | $4,237+67.2% |
| Admin fee / account holder | $182 | $685-73.5% | $10,010-98.2% | $593-69.4% |