Filed March 22, 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 15 · EIN 35-0145825 | Recordkeeping | $15,288 |
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 | $28,694 | $52,467-45.3% | $57,179-49.8% | $55,167-48.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 75.3%+21.6pp | 69.0%+28.0pp |
| Annual return | 8.29% | 7.72%+0.6pp | 14.59%-6.3pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,355 | $2,477-45.3% | $2,682-49.5% | $1,963-31.0% |
| Participant deferral / active EE | $2,214 | $2,830-21.8% | $3,096-28.5% | $3,054-27.5% |
| Admin fee / account holder | $3 | $269-98.8% | $3,139-99.9% | $504-99.4% |