Filed August 29, 2006 (most recent of 4 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 60 · EIN 04-2647786 | Sub-TA Fees | $64,972 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,607 | $38,925+86.5% | $73,843-1.7% | $55,191+31.6% |
| Participation rate | 89.0% | 66.0%+22.9pp | 73.4%+15.5pp | 69.2%+19.8pp |
| Annual return | -1.10% | 6.31%-7.4pp | 2267.84%-2268.9pp | 10.78%-11.9pp |
| Employer contribution / active EE | $7,260 | $1,695+328.4% | $2,787+160.5% | $1,899+282.4% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $109 | $83+31.4% | $4,880-97.8% | $91+19.9% |