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 | $23,763 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,455 | $37,039-63.7% | $147,614-90.9% | $59,188-77.3% |
| Participation rate | 83.6% | 63.8%+19.8pp | 84.6%-1.0pp | 69.4%+14.2pp |
| Annual return | 0.97% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,331 | $1,353-1.6% | $5,564-76.1% | $2,098-36.6% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $15 | $60-75.9% | $11,611-99.9% | $92-84.2% |