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 | -$3,409 |
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 | $48,440 | $52,670-8.0% | $90,404-46.4% | $73,409-34.0% |
| Participation rate | 98.2% | 67.7%+30.5pp | 72.7%+25.5pp | 72.2%+26.0pp |
| Annual return | 15.27% | 20.70%-5.4pp | 1293.02%-1277.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $3,884 | $1,872+107.5% | $3,262+19.1% | $2,234+73.9% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $117-99.0% | $5,611-100.0% | $158-99.2% |