Filed August 31, 2006
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 4-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 19 · EIN 51-0396365 | Securities Custodian | $4,199 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,004 | $36,916-75.6% | $156,549-94.2% | $57,658-84.4% |
| Participation rate | 80.2% | 63.4%+16.8pp | 84.0%-3.8pp | 70.2%+10.0pp |
| Annual return | 7.51% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $338 | $1,571-78.4% | $5,501-93.8% | $1,974-82.9% |
| Participant deferral / active EE | $1,104 | $1,926-42.7% | $4,871-77.3% | $3,061-63.9% |
| Admin fee / account holder | $10 | $82-87.6% | $13,027-99.9% | $95-89.2% |