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 | $14,792 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,184 | $86,897+3.8% | $151,611-40.5% | $64,808+39.2% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -17.04% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,122 | $4,010-22.1% | $6,166-49.4% | $2,506+24.6% |
| Participant deferral / active EE | $5,732 | $6,690-14.3% | $8,363-31.5% | $4,310+33.0% |
| Admin fee / account holder | $42 | $153-72.3% | $11,616-99.6% | $188-77.5% |