Filed November 3, 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 60 · EIN 04-2647786 | Sub-TA Fees | $4,861 |
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 | $74,122 | $80,211-7.6% | $74,183-0.1% | $63,975+15.9% |
| Participation rate | 97.2% | 84.2%+13.0pp | 76.6%+20.6pp | 71.1%+26.1pp |
| Annual return | 24.89% | 14.13%+10.8pp | 17.74%+7.2pp | 48.65%-23.8pp |
| Employer contribution / active EE | $2,185 | $2,553-14.4% | $2,370-7.8% | $2,182+0.2% |
| Participant deferral / active EE | $3,766 | $4,370-13.8% | $3,550+6.1% | $3,356+12.2% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |