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 | $3,314 |
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 | $150,163 | $50,637+196.5% | $86,590+73.4% | $62,292+141.1% |
| Participation rate | 97.5% | 67.9%+29.7pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 18.31% | 20.80%-2.5pp | 964.84%-946.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $4,526 | $2,075+118.1% | $2,839+59.4% | $2,042+121.6% |
| Participant deferral / active EE | $8,895 | $2,611+240.7% | $3,609+146.5% | $3,169+180.7% |
| Admin fee / account holder | $19 | $413-95.4% | $4,906-99.6% | $479-96.0% |