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 | $17,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,021 | $111,608+0.4% | $177,821-37.0% | $73,409+52.6% |
| Participation rate | 99.9% | 87.9%+12.0pp | 87.7%+12.2pp | 72.2%+27.7pp |
| Annual return | 15.23% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $3,527 | $3,796-7.1% | $5,918-40.4% | $2,234+57.9% |
| Participant deferral / active EE | $4,527 | $6,199-27.0% | $7,714-41.3% | $3,805+19.0% |
| Admin fee / account holder | $17 | $166-89.6% | $12,427-99.9% | $158-89.1% |