Filed March 24, 2006 (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 15 · EIN 01-0233346 | Recordkeeping | $175 |
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 | $60,462 | $66,310-8.8% | $93,606-35.4% | $65,185-7.2% |
| Participation rate | 77.7% | 74.0%+3.7pp | 75.8%+1.9pp | 70.2%+7.5pp |
| Annual return | 20.04% | 42.58%-22.5pp | 32.76%-12.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $529 | $2,012-73.7% | $2,718-80.5% | $2,177-75.7% |
| Participant deferral / active EE | $2,786 | $3,342-16.6% | $4,069-31.5% | $3,514-20.7% |
| Admin fee / account holder | $212 | $6,897-96.9% | $7,888-97.3% | $847-75.0% |