Filed June 30, 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 60 · EIN 04-2647786 | Sub-TA Fees | $471 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,808 | $69,848+27.1% | $115,756-23.3% | $66,914+32.7% |
| Participation rate | 82.8% | 70.6%+12.2pp | 77.1%+5.7pp | 69.8%+13.0pp |
| Annual return | -21.45% | 969.66%-991.1pp | 143.14%-164.6pp | 1.58%-23.0pp |
| Employer contribution / active EE | $2,186 | $2,613-16.3% | $3,793-42.4% | $2,544-14.1% |
| Participant deferral / active EE | $3,190 | $4,274-25.4% | $6,254-49.0% | $4,237-24.7% |
| Admin fee / account holder | $4 | $337-98.9% | $8,124-100.0% | $593-99.4% |