Filed January 6, 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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $18,743 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $18,468 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,709 | $65,435-13.3% | $86,677-34.6% | $66,914-15.3% |
| Participation rate | 86.0% | 75.5%+10.5pp | 76.6%+9.4pp | 69.8%+16.2pp |
| Annual return | -14.57% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,831 | $2,153-15.0% | $2,836-35.4% | $2,544-28.0% |
| Participant deferral / active EE | $3,394 | $4,100-17.2% | $4,656-27.1% | $4,237-19.9% |
| Admin fee / account holder | $205 | $642-68.0% | $7,493-97.3% | $593-65.4% |