Filed June 14, 2006 (most recent of 4 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 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 | $481,267 |
Annual investment return 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 | $38,795 | $63,964-39.3% | $147,614-73.7% | $67,505-42.5% |
| Participation rate | 99.6% | 68.6%+31.1pp | 84.6%+15.0pp | 71.2%+28.4pp |
| Annual return | -1.14% | 9.05%-10.2pp | 61.98%-63.1pp | 6.52%-7.7pp |
| Employer contribution / active EE | $4,491 | $1,618+177.6% | $5,564-19.3% | $2,173+106.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $33 | $43-22.9% | $11,611-99.7% | $56-41.2% |