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 | $17,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,964 | $88,515+3.9% | $162,163-43.3% | $67,579+36.1% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.4pp | 71.3%+27.7pp |
| Annual return | 59.01% | 27.04%+32.0pp | 115.59%-56.6pp | 378.56%-319.6pp |
| Employer contribution / active EE | $3,219 | $3,563-9.7% | $5,614-42.7% | $2,148+49.9% |
| Participant deferral / active EE | $4,278 | $5,724-25.3% | $7,298-41.4% | $3,539+20.9% |
| Admin fee / account holder | $16 | $124-86.7% | $10,843-99.8% | $142-88.4% |