Filed April 10, 2007 (most recent of 2 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 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $59,949 | $98,982-39.4% | $162,163-63.0% | $65,185-8.0% |
| Participation rate | 92.5% | 85.8%+6.7pp | 87.6%+5.0pp | 70.2%+22.3pp |
| Annual return | 21.40% | 24.84%-3.4pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,551 | $3,467-26.4% | $5,614-54.6% | $2,177+17.2% |
| Participant deferral / active EE | $3,106 | $5,384-42.3% | $7,298-57.4% | $3,514-11.6% |
| Admin fee / account holder | $242 | $596-59.4% | $10,843-97.8% | $847-71.4% |