Filed September 15, 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 13 · EIN 06-1050034 | Contract Administrator | $5,000 |
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 | $192,480 | $63,905+201.2% | $74,183+159.5% | $57,658+233.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.22% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,308 | $1,840+134.1% | $2,370+81.8% | $1,974+118.3% |
| Participant deferral / active EE | $10,163 | $3,448+194.8% | $3,550+186.3% | $3,061+232.1% |
| Admin fee / account holder | $7 | $91-92.3% | $5,586-99.9% | $95-92.6% |