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 | $50,560 |
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 | $25,097 | $67,512-62.8% | $185,823-86.5% | $93,030-73.0% |
| Participation rate | 88.3% | 67.1%+21.2pp | 81.7%+6.6pp | 73.9%+14.4pp |
| Annual return | 12.25% | 21.04%-8.8pp | 122.05%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,081 | $3,035+1.5% | $5,568-44.7% | $4,562-32.5% |
| Admin fee / account holder | $16 | $318-94.9% | $16,237-99.9% | $152-89.3% |