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 | $91,676 |
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 | $102,183 | $50,106+103.9% | $70,014+45.9% | $57,658+77.2% |
| Participation rate | 97.7% | 70.9%+26.8pp | 71.8%+25.9pp | 70.2%+27.4pp |
| Annual return | 7.96% | 14.58%-6.6pp | 12.99%-5.0pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,751 | $1,739+58.2% | $2,338+17.7% | $1,974+39.4% |
| Participant deferral / active EE | $5,665 | $2,486+127.9% | $2,931+93.3% | $3,061+85.1% |
| Admin fee / account holder | $87 | $89-2.8% | $4,380-98.0% | $95-8.3% |