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 | $44,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,194 | $45,000-57.3% | $143,757-86.6% | $77,904-75.4% |
| Participation rate | 93.0% | 66.8%+26.2pp | 80.3%+12.7pp | 73.7%+19.3pp |
| Annual return | -11.72% | 29.03%-40.7pp | -0.04%-11.7pp | 12.21%-23.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,695 | $3,157+17.1% | $5,637-34.4% | $4,806-23.1% |
| Admin fee / account holder | $13 | $98-87.1% | $14,673-99.9% | $133-90.4% |