Filed June 14, 2006
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 | $2,280 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,827 | $46,732-19.1% | $156,549-75.8% | $55,167-31.4% |
| Participation rate | 97.2% | 65.8%+31.4pp | 84.0%+13.1pp | 69.0%+28.2pp |
| Annual return | 8.60% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,413 | $2,105-32.9% | $5,501-74.3% | $1,963-28.0% |
| Participant deferral / active EE | $4,494 | $2,204+103.9% | $4,871-7.7% | $3,054+47.2% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |