Filed February 21, 2006 (most recent of 3 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 13 · EIN 06-1050034 | Contract Administrator | $131,672 |
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 | $172,591 | $160,088+7.8% | $112,977+52.8% | $73,409+135.1% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 15.78% | 17.93%-2.2pp | 24.24%-8.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $6,713 | $5,200+29.1% | $4,255+57.8% | $2,234+200.5% |
| Participant deferral / active EE | $7,162 | $8,024-10.8% | $5,836+22.7% | $3,805+88.2% |
| Admin fee / account holder | $110 | $133-17.2% | $6,294-98.3% | $158-30.4% |