Filed March 14, 2006 (most recent of 3 filings on file)
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 3-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 42-0127290 | Contract Administrator | $22,801 |
Service code 27 · EIN 23-2946836 | Advisory (Plan) | $5,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $96,484-50.2% | $156,263-69.2% | $74,304-35.3% |
| Participation rate | 94.2% | 67.7%+26.6pp | 78.9%+15.3pp | 60.3%+33.9pp |
| Annual return | 17.46% | 17.73%-0.3pp | 59.47%-42.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $6,137 | $2,528+142.7% | $4,333+41.6% | $2,241+173.8% |
| Participant deferral / active EE | $6,335 | $4,286+47.8% | $6,158+2.9% | $3,767+68.2% |
| Admin fee / account holder | $234 | $3,728-93.7% | $14,255-98.4% | $2,969-92.1% |