Filed July 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 |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $7,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,046 | $68,413+74.0% | $123,104-3.3% | $55,191+115.7% |
| Participation rate | 96.9% | 84.5%+12.4pp | 86.8%+10.2pp | 69.2%+27.8pp |
| Annual return | 9.26% | 6.30%+3.0pp | 13.22%-4.0pp | 10.78%-1.5pp |
| Employer contribution / active EE | $4,003 | $3,050+31.2% | $5,151-22.3% | $1,899+110.8% |
| Participant deferral / active EE | $2,655 | $4,490-40.9% | $6,230-57.4% | $3,046-12.9% |
| Admin fee / account holder | $18 | $88-79.4% | $9,015-99.8% | $91-80.1% |