Filed August 29, 2006 (most recent of 2 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 25 · EIN 04-2647786 | Directed Trustee | -$55,460 |
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 | $106,538 | $75,760+40.6% | $123,104-13.5% | $59,188+80.0% |
| Participation rate | 97.1% | 86.0%+11.1pp | 86.8%+10.4pp | 69.4%+27.7pp |
| Annual return | 2.34% | 2.93%-0.6pp | 13.22%-10.9pp | 5.51%-3.2pp |
| Employer contribution / active EE | $2,785 | $3,415-18.4% | $5,151-45.9% | $2,098+32.8% |
| Participant deferral / active EE | $5,292 | $5,000+5.8% | $6,230-15.0% | $3,265+62.1% |
| Admin fee / account holder | -$30 | $61-149.7% | $9,015-100.3% | $92-132.7% |