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 | $3,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,562 | $61,156-28.8% | $185,823-76.6% | $79,386-45.1% |
| Participation rate | 95.0% | 66.6%+28.3pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 12.53% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,563 | $2,321-32.6% | $5,167-69.7% | $2,427-35.6% |
| Participant deferral / active EE | $2,280 | $2,789-18.2% | $5,568-59.0% | $4,046-43.6% |
| Admin fee / account holder | $15 | $710-97.9% | $16,237-99.9% | $626-97.6% |