Filed July 20, 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 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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,853 | $52,884+52.9% | $84,750-4.6% | $55,167+46.6% |
| Participation rate | 88.5% | 67.5%+21.0pp | 76.6%+11.9pp | 69.0%+19.5pp |
| Annual return | 6.90% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,537 | $2,644+109.4% | $3,712+49.2% | $3,054+81.3% |
| Admin fee / account holder | $11 | $581-98.1% | $5,332-99.8% | $504-97.8% |