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 | $6,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,983 | $106,087+2.7% | $86,677+25.7% | $78,044+39.6% |
| Participation rate | 94.4% | 89.6%+4.8pp | 76.6%+17.8pp | 74.4%+20.0pp |
| Annual return | -4.73% | -14.87%+10.1pp | 35.91%-40.6pp | 10.87%-15.6pp |
| Employer contribution / active EE | $2,497 | $4,110-39.2% | $2,836-12.0% | $3,125-20.1% |
| Participant deferral / active EE | $4,628 | $6,851-32.4% | $4,656-0.6% | $5,084-9.0% |
| Admin fee / account holder | $47 | $81-42.2% | $7,493-99.4% | $79-40.5% |