Filed May 10, 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 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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $52,638 |
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 | $24,980 | $44,989-44.5% | $170,442-85.3% | $77,958-68.0% |
| Participation rate | 83.1% | 64.6%+18.5pp | 83.6%-0.4pp | 71.6%+11.5pp |
| Annual return | 17.04% | 19.61%-2.6pp | 205.93%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,768 | $1,466+20.6% | $5,433-67.5% | $2,310-23.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $41 | $69-40.4% | $13,880-99.7% | $97-57.8% |