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 | -$107,995 |
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 | $114,603 | $82,546+38.8% | $140,016-18.1% | $75,289+52.2% |
| Participation rate | 97.5% | 88.4%+9.2pp | 87.5%+10.0pp | 72.4%+25.1pp |
| Annual return | -2.92% | -0.36%-2.6pp | 651.12%-654.0pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,922 | $3,856-24.2% | $5,606-47.9% | $2,405+21.5% |
| Participant deferral / active EE | $5,716 | $5,731-0.3% | $6,927-17.5% | $3,739+52.9% |
| Admin fee / account holder | -$58 | $86-167.7% | $10,705-100.5% | $102-156.7% |