Filed July 20, 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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,693 | $80,005-5.4% | $140,016-45.9% | $55,725+35.8% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.5pp |
| Annual return | 3.91% | 0.46%+3.5pp | 651.12%-647.2pp | 244.93%-241.0pp |
| Employer contribution / active EE | $2,805 | $3,403-17.6% | $5,606-50.0% | $2,078+35.0% |
| Participant deferral / active EE | $3,493 | $5,264-33.6% | $6,927-49.6% | $3,356+4.1% |
| Admin fee / account holder | $19 | $116-83.6% | $10,705-99.8% | $115-83.6% |