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 | $24,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,940 | $45,382-69.3% | $154,107-91.0% | $75,289-81.5% |
| Participation rate | 72.1% | 65.9%+6.2pp | 83.0%-11.0pp | 72.4%-0.4pp |
| Annual return | -4.18% | -0.47%-3.7pp | 735.12%-739.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $1,235 | $1,533-19.4% | $5,298-76.7% | $2,405-48.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $13 | $89-85.5% | $13,411-99.9% | $102-87.4% |