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 | $5,725 |
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 | $95,672 | $88,730+7.8% | $82,313+16.2% | $77,958+22.7% |
| Participation rate | 97.2% | 84.5%+12.7pp | 76.9%+20.4pp | 71.6%+25.6pp |
| Annual return | 34.54% | 20.88%+13.7pp | 25.88%+8.7pp | 20.87%+13.7pp |
| Employer contribution / active EE | $2,248 | $2,758-18.5% | $2,428-7.4% | $2,310-2.7% |
| Participant deferral / active EE | $3,955 | $4,634-14.7% | $3,706+6.7% | $3,537+11.8% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |