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 | $6,379 |
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 | $95,873 | $78,852+21.6% | $76,768+24.9% | $75,289+27.3% |
| Participation rate | 95.9% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.5pp |
| Annual return | 14.33% | -1.29%+15.6pp | 2.43%+11.9pp | -0.04%+14.4pp |
| Employer contribution / active EE | $2,163 | $2,794-22.6% | $2,485-12.9% | $2,405-10.0% |
| Participant deferral / active EE | $4,016 | $4,800-16.3% | $3,852+4.3% | $3,739+7.4% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |