Filed April 4, 2006 (most recent of 3 filings on file)
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 9-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 15 | Recordkeeping | $260 |
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 | $117,184 | $63,924+83.3% | $108,579+7.9% | $55,167+112.4% |
| Participation rate | 72.2% | 74.3%-2.1pp | 79.6%-7.3pp | 69.0%+3.2pp |
| Annual return | 9.75% | 15.31%-5.6pp | -51.70%+61.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,348 | $1,879+78.2% | $3,758-10.9% | $1,963+70.6% |
| Participant deferral / active EE | $5,785 | $3,067+88.7% | $4,311+34.2% | $3,054+89.4% |
| Admin fee / account holder | $2 | $618-99.7% | $7,645-100.0% | $504-99.6% |