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 | $15,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,017 | $111,491-9.4% | $189,513-46.7% | $86,799+16.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.8%+10.7pp | 72.3%+26.3pp |
| Annual return | 28.73% | 83.50%-54.8pp | 555.15%-526.4pp | 97.91%-69.2pp |
| Employer contribution / active EE | $3,794 | $3,951-4.0% | $6,162-38.4% | $2,405+57.7% |
| Participant deferral / active EE | $4,866 | $6,437-24.4% | $8,221-40.8% | $4,131+17.8% |
| Admin fee / account holder | $11 | $189-94.1% | $12,045-99.9% | $170-93.4% |