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 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$137,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,048 | $118,337+42.0% | $189,513-11.3% | $93,030+80.6% |
| Participation rate | 99.8% | 89.1%+10.7pp | 87.8%+11.9pp | 73.9%+25.8pp |
| Annual return | 14.79% | 21.77%-7.0pp | 555.15%-540.4pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,531 | $4,204-16.0% | $6,162-42.7% | $2,706+30.5% |
| Participant deferral / active EE | $6,925 | $7,123-2.8% | $8,221-15.8% | $4,562+51.8% |
| Admin fee / account holder | $8 | $100-91.6% | $12,045-99.9% | $152-94.5% |