Filed January 15, 2007 (most recent of 2 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $84,385 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,577 | $48,277+114.5% | $63,517+63.1% | $55,191+87.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 0.33% | 2.37%-2.0pp | -70.30%+70.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,842 | $1,592+78.5% | $2,322+22.4% | $1,899+49.7% |
| Participant deferral / active EE | $5,195 | $2,432+113.6% | $2,953+75.9% | $3,046+70.5% |
| Admin fee / account holder | $90 | $86+4.6% | $5,892-98.5% | $91-1.0% |