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 | -$2,704 |
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 | $41,845 | $54,237-22.8% | $90,281-53.7% | $67,579-38.1% |
| Participation rate | 93.3% | 68.6%+24.6pp | 73.3%+20.0pp | 71.3%+22.0pp |
| Annual return | 22.75% | 37.27%-14.5pp | 78.10%-55.3pp | 378.56%-355.8pp |
| Employer contribution / active EE | $3,544 | $1,846+92.0% | $2,854+24.2% | $2,148+65.0% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $123-97.2% | $5,351-99.9% | $142-97.6% |