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 | $5,607 |
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 | $11,056 | $46,173-76.1% | $170,442-93.5% | $69,631-84.1% |
| Participation rate | 84.8% | 63.9%+20.9pp | 83.6%+1.3pp | 70.7%+14.2pp |
| Annual return | 18.71% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $437 | $1,610-72.9% | $5,433-92.0% | $2,032-78.5% |
| Participant deferral / active EE | $1,281 | $2,080-38.4% | $4,939-74.1% | $3,224-60.2% |
| Admin fee / account holder | $13 | $116-89.2% | $13,880-99.9% | $110-88.7% |