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 | $22,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,134 | $50,127-59.8% | $149,673-86.5% | $80,160-74.9% |
| Participation rate | 68.3% | 64.3%+4.0pp | 78.8%-10.5pp | 72.9%-4.6pp |
| Annual return | 15.74% | 29.82%-14.1pp | 134.42%-118.7pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,512 | $1,865-18.9% | $4,818-68.6% | $2,978-49.2% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $11 | $153-92.8% | $13,210-99.9% | $145-92.5% |