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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,285 |
Service code 55 · EIN 06-1375177 | Other Commissions | $15,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,180 | $61,272-34.4% | $149,673-73.2% | $71,457-43.8% |
| Participation rate | 94.2% | 62.5%+31.7pp | 78.8%+15.5pp | 67.9%+26.3pp |
| Annual return | 15.00% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,478 | $2,378-37.9% | $4,818-69.3% | $2,588-42.9% |
| Participant deferral / active EE | $2,528 | $2,917-13.3% | $5,680-55.5% | $4,289-41.1% |
| Admin fee / account holder | $193 | $1,261-84.7% | $13,210-98.5% | $1,587-87.9% |