Filed February 22, 2007
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 | $3,395 |
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 | $133,312 | $43,423+207.0% | $78,689+69.4% | $55,167+141.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.09% | 11.53%-5.4pp | 62.18%-56.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $4,649 | $1,997+132.8% | $2,851+63.1% | $1,963+136.9% |
| Participant deferral / active EE | $9,267 | $2,509+269.4% | $3,517+163.5% | $3,054+203.4% |
| Admin fee / account holder | $20 | $416-95.3% | $4,510-99.6% | $504-96.1% |