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 | $25,886 |
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 | $22,720 | $67,512-66.3% | $185,823-87.8% | $93,030-75.6% |
| Participation rate | 73.9% | 67.1%+6.8pp | 81.7%-7.8pp | 73.9%0pp |
| Annual return | 12.26% | 21.04%-8.8pp | 122.05%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,464 | $1,783-17.9% | $5,167-71.7% | $2,706-45.9% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $14 | $318-95.5% | $16,237-99.9% | $152-90.5% |