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 | -$29,347 |
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 | $111,653 | $105,247+6.1% | $87,100+28.2% | $77,787+43.5% |
| Participation rate | 96.6% | 85.8%+10.8pp | 76.9%+19.7pp | 73.2%+23.3pp |
| Annual return | 39.09% | 24.52%+14.6pp | 28.19%+10.9pp | 32.57%+6.5pp |
| Employer contribution / active EE | $2,206 | $2,895-23.8% | $2,521-12.5% | $2,504-11.9% |
| Participant deferral / active EE | $4,200 | $5,060-17.0% | $4,049+3.7% | $3,967+5.9% |
| Admin fee / account holder | $33 | $104-67.9% | $7,497-99.6% | $100-66.5% |