Filed October 24, 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 17 · EIN 13-5674085 | Pension Consulting | $26,973 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,206 | $130,194-27.6% | $169,993-44.6% | $71,457+31.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.53% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $8,738 | $4,381+99.4% | $6,785+28.8% | $2,588+237.7% |
| Participant deferral / active EE | $8,610 | $6,923+24.4% | $10,408-17.3% | $4,289+100.8% |
| Admin fee / account holder | $22 | $966-97.7% | $12,815-99.8% | $1,587-98.6% |