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 | $132,049+50.2% | $200,582-1.1% | $74,304+166.9% |
| Participation rate | 96.3% | 84.1%+12.2pp | 86.9%+9.4pp | 60.3%+35.9pp |
| Annual return | 13.44% | 22.22%-8.8pp | 42.33%-28.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $3,300 | $4,558-27.6% | $6,419-48.6% | $2,241+47.3% |
| Participant deferral / active EE | $6,778 | $7,213-6.0% | $9,331-27.4% | $3,767+79.9% |
| Admin fee / account holder | $32 | $2,405-98.7% | $16,305-99.8% | $2,969-98.9% |