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 | $31,867 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,076 | $122,239-10.0% | $184,203-40.2% | $74,495+47.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.42% | 19.95%-5.5pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,246 | $4,537+81.7% | $6,427+28.3% | $2,623+214.4% |
| Participant deferral / active EE | $8,938 | $7,139+25.2% | $9,131-2.1% | $4,346+105.7% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,901-99.8% | $1,942-98.5% |