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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,500 |
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 | $42,584 | $56,171-24.2% | $108,745-60.8% | $55,167-22.8% |
| Participation rate | 93.1% | 70.7%+22.4pp | 77.7%+15.4pp | 69.0%+24.1pp |
| Annual return | 9.01% | 214.86%-205.8pp | 46.22%-37.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,885 | $2,153+34.0% | $3,323-13.2% | $1,963+47.0% |
| Participant deferral / active EE | $4,363 | $3,437+26.9% | $5,121-14.8% | $3,054+42.8% |
| Admin fee / account holder | $22 | $302-92.8% | $6,144-99.6% | $504-95.7% |