Filed March 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 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 |
|---|---|---|
RICARDO VILLAMIL1 year Service code 99 · EIN 33-3000333 | Other Fees | $9,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,876 | $82,202+36.1% | $125,339-10.7% | $64,808+72.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -16.29% | 3.48%-19.8pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,813 | $3,615-22.2% | $4,814-41.6% | $2,506+12.3% |
| Participant deferral / active EE | $9,547 | $7,175+33.1% | $7,446+28.2% | $4,310+121.5% |
| Admin fee / account holder | $19 | $163-88.2% | $10,010-99.8% | $188-89.8% |