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 | -$15,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,787 | $176,491-27.0% | $95,952+34.2% | $90,288+42.6% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.4pp |
| Annual return | 18.72% | 20.14%-1.4pp | 91.61%-72.9pp | 53.97%-35.2pp |
| Employer contribution / active EE | $2,573 | $2,789-7.7% | $2,541+1.3% | $2,524+1.9% |
| Participant deferral / active EE | $4,733 | $5,340-11.4% | $4,167+13.6% | $4,232+11.8% |
| Admin fee / account holder | $47 | $154-69.3% | $6,795-99.3% | $114-58.6% |