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 | $330,917 |
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 | $40,065 | $49,270-18.7% | $156,549-74.4% | $329,111-87.8% |
| Participation rate | 97.1% | 68.1%+29.0pp | 84.0%+13.1pp | 67.9%+29.2pp |
| Annual return | 6.30% | 23.25%-17.0pp | 32.23%-25.9pp | 16.35%-10.1pp |
| Employer contribution / active EE | $4,670 | $1,534+204.4% | $5,501-15.1% | $2,303+102.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $27 | $51-47.4% | $13,027-99.8% | $754-96.5% |