Filed January 6, 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 |
|---|---|---|
DAILYACCESS CORPORATION2+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $16,393 |
Filed as: INVESTMENT MANAGEMENT CONSULTANT Service code 27 6465 SOUTH 3000 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $0 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 27 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,231 | $71,802-35.6% | $133,980-65.5% | $57,658-19.8% |
| Participation rate | 83.5% | 85.5%-2.0pp | 87.1%-3.6pp | 70.2%+13.2pp |
| Annual return | 16.71% | 13.51%+3.2pp | 29.30%-12.6pp | 5.13%+11.6pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,566 | $4,606-44.3% | $6,282-59.2% | $3,061-16.2% |
| Admin fee / account holder | $270 | $88+208.1% | $9,324-97.1% | $95+185.7% |