Filed March 31, 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 35-0145825 | Recordkeeping | $36,061 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $12,873 |
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 | $53,597 | $58,879-9.0% | $178,490-70.0% | $73,488-27.1% |
| Participation rate | 85.3% | 66.2%+19.1pp | 81.9%+3.4pp | 70.7%+14.6pp |
| Annual return | 18.13% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,113 | $2,236-5.5% | $5,011-57.8% | $2,270-6.9% |
| Participant deferral / active EE | $3,360 | $2,567+30.9% | $5,202-35.4% | $3,740-10.1% |
| Admin fee / account holder | $75 | $400-81.3% | $13,984-99.5% | $513-85.4% |