Filed December 1, 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 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $44,114 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,043 | $62,544+12.0% | $129,207-45.8% | $199,593-64.9% |
| Participation rate | 73.4% | 56.8%+16.6pp | 69.6%+3.8pp | 72.0%+1.4pp |
| Annual return | 20.19% | 16.95%+3.2pp | 9417.33%-9397.1pp | 34.25%-14.1pp |
| Employer contribution / active EE | $1,213 | $2,394-49.3% | $4,153-70.8% | $3,034-60.0% |
| Participant deferral / active EE | $3,814 | $3,123+22.1% | $4,168-8.5% | $5,087-25.0% |
| Admin fee / account holder | $45 | $167-73.1% | $7,715-99.4% | $269-83.3% |