Filed March 14, 2007
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 |
|---|---|---|
DIVERSIFIED TRUST COMPANY6+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $17,378 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 26.54% | 13.24%+13.3pp | 10.56%+16.0pp | 13.24%+13.3pp |
| Employer contribution / active EE | $1,100 | $14,616-92.5% | $28,542-96.1% | $14,616-92.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |