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 | $38,252 |
Service code 55 · EIN 06-1375177 | Other Commissions | $13,599 |
KEITER1 year Service code 99 · EIN 54-1631262 | Other Fees | $5,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,343 | $55,415-30.8% | $155,509-75.3% | $74,495-48.5% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 11.93% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,513 | $2,267-33.3% | $4,672-67.6% | $2,623-42.3% |
| Participant deferral / active EE | $2,708 | $2,836-4.5% | $5,626-51.9% | $4,346-37.7% |
| Admin fee / account holder | $212 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |