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 |
|---|---|---|
INVISOR FINANCIAL LLC4 years Service code 15 · EIN 47-2997530 | Recordkeeping | $45,896 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,700 | $55,415+52.8% | $155,509-45.5% | $74,495+13.7% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 12.47% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,973 | $2,267+31.1% | $4,672-36.4% | $2,623+13.3% |
| Participant deferral / active EE | $5,437 | $2,836+91.7% | $5,626-3.4% | $4,346+25.1% |
| Admin fee / account holder | $293 | $1,738-83.2% | $15,912-98.2% | $1,942-84.9% |