Filed December 14, 2005
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 15 · EIN 35-0145825 | Recordkeeping | $5,192 |
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 | $29,452 | $52,953-44.4% | $172,739-83.0% | $65,185-54.8% |
| Participation rate | 88.2% | 66.2%+22.0pp | 82.6%+5.6pp | 70.2%+18.0pp |
| Annual return | 21.03% | 30.12%-9.1pp | 802.84%-781.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,168 | $2,190-46.7% | $5,143-77.3% | $2,177-46.4% |
| Participant deferral / active EE | $1,557 | $2,471-37.0% | $5,198-70.0% | $3,514-55.7% |
| Admin fee / account holder | $17 | $472-96.3% | $13,954-99.9% | $847-98.0% |