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 | $22,396 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,652 | $91,407+125.0% | $135,903+51.3% | $71,457+187.8% |
| Participation rate | 94.1% | 75.7%+18.4pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $5,123 | $3,703+38.3% | $4,856+5.5% | $2,588+98.0% |
| Participant deferral / active EE | $7,862 | $7,092+10.9% | $7,758+1.3% | $4,289+83.3% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |