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 | $15,094 |
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 | $102,800 | $100,227+2.6% | $169,993-39.5% | $74,419+38.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.68% | 66.08%-47.4pp | 53.37%-34.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,629 | $4,263-14.9% | $6,785-46.5% | $2,637+37.6% |
| Participant deferral / active EE | $6,625 | $7,143-7.3% | $10,408-36.3% | $4,528+46.3% |
| Admin fee / account holder | $41 | $234-82.5% | $12,815-99.7% | $348-88.2% |