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 | $4,019 |
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 | $82,844 | $89,248-7.2% | $136,007-39.1% | $74,495+11.2% |
| Participation rate | 78.7% | 69.4%+9.3pp | 76.5%+2.3pp | 67.2%+11.5pp |
| Annual return | 16.61% | 22.76%-6.1pp | 579.32%-562.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,432 | $2,838-14.3% | $4,217-42.3% | $2,623-7.3% |
| Participant deferral / active EE | $3,705 | $4,598-19.4% | $7,025-47.3% | $4,346-14.7% |
| Admin fee / account holder | $23 | $1,545-98.5% | $6,858-99.7% | $1,942-98.8% |