Filed November 15, 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 15 · EIN 16-1450952 | Recordkeeping | $5,570 |
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 | $198,284 | $128,603+54.2% | $197,124+0.6% | $67,986+191.7% |
| Participation rate | 96.3% | 81.7%+14.6pp | 86.7%+9.6pp | 57.2%+39.1pp |
| Annual return | 13.44% | 23.77%-10.3pp | 44.34%-30.9pp | 31.67%-18.2pp |
| Employer contribution / active EE | $3,300 | $4,379-24.6% | $6,227-47.0% | $2,019+63.5% |
| Participant deferral / active EE | $6,778 | $6,840-0.9% | $9,135-25.8% | $3,358+101.8% |
| Admin fee / account holder | $32 | $3,035-98.9% | $16,298-99.8% | $3,203-99.0% |