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 | $398,392 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,534 | $53,684-17.0% | $170,442-73.9% | $80,976-45.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 83.6%+12.8pp | 68.3%+28.1pp |
| Annual return | 15.01% | 25.97%-11.0pp | 205.93%-190.9pp | 22.91%-7.9pp |
| Employer contribution / active EE | $4,523 | $1,642+175.5% | $5,433-16.7% | $2,402+88.3% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $29 | $46-37.7% | $13,880-99.8% | $67-57.2% |