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 | $1,450 |
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 | $81,056 | $88,581-8.5% | $145,661-44.4% | $74,304+9.1% |
| Participation rate | 71.0% | 64.9%+6.1pp | 77.2%-6.2pp | 60.3%+10.7pp |
| Annual return | 12.53% | 34.30%-21.8pp | 101.46%-88.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,765 | $2,612+5.8% | $4,238-34.8% | $2,241+23.4% |
| Participant deferral / active EE | $3,933 | $4,151-5.3% | $7,198-45.4% | $3,767+4.4% |
| Admin fee / account holder | $9 | $2,953-99.7% | $12,466-99.9% | $2,969-99.7% |