Filed October 20, 2006
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 13 · EIN 06-1050034 | Contract Administrator | $70,793 |
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 | $51,753 | $52,293-1.0% | $178,490-71.0% | $73,409-29.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 13.38% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $394 | $1,735-77.3% | $5,011-92.1% | $2,234-82.4% |
| Participant deferral / active EE | $3,452 | $2,332+48.0% | $5,202-33.6% | $3,805-9.3% |
| Admin fee / account holder | $76 | $127-40.3% | $13,984-99.5% | $158-51.8% |