Filed October 10, 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 60 · EIN 04-2647786 | Sub-TA Fees | $108,328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,833 | $95,388+28.8% | $125,339-2.0% | $77,904+57.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -17.07% | 116.19%-133.3pp | 572.05%-589.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $9,508 | $3,666+159.3% | $4,814+97.5% | $2,848+233.9% |
| Participant deferral / active EE | $1,121 | $7,711-85.5% | $7,446-84.9% | $4,806-76.7% |
| Admin fee / account holder | $46 | $119-61.2% | $10,010-99.5% | $133-65.2% |