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 | $1,325 |
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 | $87,922 | $80,138+9.7% | $130,231-32.5% | $71,457+23.0% |
| Participation rate | 88.7% | 71.0%+17.6pp | 76.3%+12.4pp | 67.9%+20.7pp |
| Annual return | 20.77% | 16.81%+4.0pp | 38.77%-18.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,488 | $2,834-12.2% | $4,126-39.7% | $2,588-3.8% |
| Participant deferral / active EE | $4,120 | $4,641-11.2% | $6,799-39.4% | $4,289-3.9% |
| Admin fee / account holder | $8 | $1,035-99.2% | $6,020-99.9% | $1,587-99.5% |