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 | -$33,358 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,720 | $144,996-7.8% | $111,297+20.1% | $93,030+43.7% |
| Participation rate | 96.1% | 86.2%+9.9pp | 77.3%+18.8pp | 73.9%+22.2pp |
| Annual return | 12.58% | 18.26%-5.7pp | 54.65%-42.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $2,542 | $3,056-16.8% | $2,731-6.9% | $2,706-6.0% |
| Participant deferral / active EE | $4,962 | $5,587-11.2% | $4,487+10.6% | $4,562+8.8% |
| Admin fee / account holder | $49 | $103-52.6% | $7,964-99.4% | $152-67.6% |