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 | $24,063 |
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 | $15,575 | $47,456-67.2% | $172,739-91.0% | $77,787-80.0% |
| Participation rate | 87.8% | 66.3%+21.6pp | 82.6%+5.2pp | 73.2%+14.6pp |
| Annual return | 18.57% | 35.57%-17.0pp | 802.84%-784.3pp | 32.57%-14.0pp |
| Employer contribution / active EE | $1,483 | $1,574-5.8% | $5,143-71.2% | $2,504-40.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $4 | $81-94.7% | $13,954-100.0% | $100-95.7% |