Filed June 14, 2006
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 | $794 |
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 | $77,735 | $51,466+51.0% | $78,778-1.3% | $62,292+24.8% |
| Participation rate | 71.0% | 59.8%+11.2pp | 69.2%+1.8pp | 69.5%+1.5pp |
| Annual return | 19.43% | 19.96%-0.5pp | 35.62%-16.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $953 | $827+15.2% | $1,986-52.0% | $2,042-53.3% |
| Participant deferral / active EE | $2,424 | $2,147+12.9% | $2,958-18.1% | $3,169-23.5% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |