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 & COMPANY2+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $7,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,850 | $71,802+85.0% | $133,980-0.8% | $57,658+130.4% |
| Participation rate | 97.4% | 85.5%+11.9pp | 87.1%+10.3pp | 70.2%+27.1pp |
| Annual return | 21.70% | 13.51%+8.2pp | 29.30%-7.6pp | 5.13%+16.6pp |
| Employer contribution / active EE | $3,819 | $3,161+20.8% | $5,211-26.7% | $1,974+93.5% |
| Participant deferral / active EE | $2,617 | $4,606-43.2% | $6,282-58.3% | $3,061-14.5% |
| Admin fee / account holder | $16 | $88-81.2% | $9,324-99.8% | $95-82.6% |