Filed July 12, 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 62-1291257 | Recordkeeping | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,327 | $50,815+46.3% | $155,509-52.2% | $77,643-4.3% |
| Participation rate | 73.0% | 63.1%+9.8pp | 78.2%-5.2pp | 70.6%+2.4pp |
| Annual return | 26.47% | 34.80%-8.3pp | 64.67%-38.2pp | 31.24%-4.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,415 | $2,822+56.5% | $5,626-21.5% | $4,647-5.0% |
| Admin fee / account holder | $26 | $437-94.0% | $15,912-99.8% | $430-93.9% |