Filed September 16, 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 25 · EIN 04-2647786 | Directed Trustee | $17,044 |
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 | $79,829 | $74,089+7.7% | $133,980-40.4% | $55,167+44.7% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.1%+10.1pp | 69.0%+28.1pp |
| Annual return | 15.58% | 12.11%+3.5pp | 29.30%-13.7pp | 169.23%-153.6pp |
| Employer contribution / active EE | $2,550 | $3,064-16.8% | $5,211-51.1% | $1,963+30.0% |
| Participant deferral / active EE | $4,090 | $4,678-12.6% | $6,282-34.9% | $3,054+33.9% |
| Admin fee / account holder | $76 | $458-83.5% | $9,324-99.2% | $504-85.0% |