Filed May 8, 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 19 · EIN 51-0396365 | Securities Custodian | $47,562 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,678 | $47,456-54.3% | $172,739-87.5% | $77,787-72.1% |
| Participation rate | 87.8% | 66.3%+21.5pp | 82.6%+5.1pp | 73.2%+14.5pp |
| Annual return | 18.95% | 35.57%-16.6pp | 802.84%-783.9pp | 32.57%-13.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,300 | $2,560-10.1% | $5,198-55.8% | $3,967-42.0% |
| Admin fee / account holder | $17 | $81-78.6% | $13,954-99.9% | $100-82.7% |