Filed March 2, 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 | $2,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,074 | $79,171+71.9% | $102,423+32.9% | $74,495+82.7% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 12.87% | 54.93%-42.1pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,153 | $2,362+33.5% | $3,023+4.3% | $2,623+20.2% |
| Participant deferral / active EE | $5,051 | $4,415+14.4% | $5,0530% | $4,346+16.2% |
| Admin fee / account holder | $599 | $2,001-70.1% | $9,451-93.7% | $1,942-69.2% |