Filed February 21, 2006 (most recent of 4 filings on file)
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 84-0467907 | Recordkeeping | $544 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $66,528+47.5% | $86,874+13.0% | $86,799+13.1% |
| Participation rate | 93.6% | 72.4%+21.3pp | 71.6%+22.0pp | 72.3%+21.3pp |
| Annual return | 8.33% | 19.56%-11.2pp | 63.52%-55.2pp | 97.91%-89.6pp |
| Employer contribution / active EE | $2,857 | $2,007+42.3% | $2,495+14.5% | $2,405+18.8% |
| Participant deferral / active EE | $4,653 | $3,240+43.6% | $3,699+25.8% | $4,131+12.6% |
| Admin fee / account holder | $8 | $148-94.4% | $5,828-99.9% | $170-95.1% |