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 | -$51,920 |
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 | $128,108 | $89,274+43.5% | $149,718-14.4% | $77,958+64.3% |
| Participation rate | 96.3% | 87.6%+8.7pp | 87.1%+9.3pp | 71.6%+24.7pp |
| Annual return | 19.12% | 20.36%-1.2pp | 1501.63%-1482.5pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,889 | $3,727-22.5% | $5,445-46.9% | $2,310+25.0% |
| Participant deferral / active EE | $5,654 | $5,382+5.1% | $6,569-13.9% | $3,537+59.9% |
| Admin fee / account holder | -$28 | $240-111.7% | $11,283-100.2% | $97-128.9% |