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 | -$4,016 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $58,290-2.4% | $98,442-42.2% | $86,799-34.5% |
| Participation rate | 89.9% | 68.3%+21.6pp | 73.3%+16.6pp | 72.3%+17.7pp |
| Annual return | 13.61% | 43.48%-29.9pp | 1492.73%-1479.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $3,571 | $2,008+77.9% | $2,960+20.6% | $2,405+48.5% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $138-99.1% | $5,949-100.0% | $170-99.3% |