Filed February 10, 2006 (most recent of 3 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 13 · EIN 06-1050034 | Contract Administrator | $100,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,518 | $37,213+16.9% | $156,549-72.2% | $63,975-32.0% |
| Participation rate | 74.9% | 65.0%+10.0pp | 84.0%-9.1pp | 71.1%+3.8pp |
| Annual return | 6.22% | 47.89%-41.7pp | 32.23%-26.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $824 | $1,357-39.3% | $5,501-85.0% | $2,182-62.2% |
| Participant deferral / active EE | $3,183 | $2,070+53.7% | $4,871-34.7% | $3,356-5.2% |
| Admin fee / account holder | $57 | $56+1.4% | $13,027-99.6% | $70-18.9% |