Filed March 8, 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 13 · EIN 42-0127290 | Contract Administrator | $22,391 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 27-2037969 | Recordkeeping | $12,872 |
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 74-1625348 | Securities Custodian | $6,019 |
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 | $107,592 | $49,915+115.6% | $154,803-30.5% | $74,304+44.8% |
| Participation rate | 97.1% | 54.0%+43.2pp | 78.1%+19.1pp | 60.3%+36.8pp |
| Annual return | 17.64% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $5,664 | $1,611+251.6% | $4,305+31.6% | $2,241+152.7% |
| Participant deferral / active EE | $6,280 | $2,255+178.5% | $5,540+13.4% | $3,767+66.7% |
| Admin fee / account holder | $142 | $2,189-93.5% | $14,329-99.0% | $2,969-95.2% |