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 | $160,677 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,826 | $95,918+36.4% | $151,611-13.7% | $77,904+67.9% |
| Participation rate | 98.8% | 88.7%+10.1pp | 87.5%+11.3pp | 73.7%+25.2pp |
| Annual return | -15.94% | -5.50%-10.4pp | 3.33%-19.3pp | 12.21%-28.1pp |
| Employer contribution / active EE | $3,528 | $4,330-18.5% | $6,166-42.8% | $2,848+23.9% |
| Participant deferral / active EE | $6,918 | $7,508-7.9% | $8,363-17.3% | $4,806+43.9% |
| Admin fee / account holder | $53 | $93-43.4% | $11,616-99.5% | $133-60.2% |