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 | $523,091 |
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 | $40,264 | $46,969-14.3% | $154,107-73.9% | $73,367-45.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 83.0%+13.6pp | 69.5%+27.2pp |
| Annual return | -5.65% | 821.68%-827.3pp | 735.12%-740.8pp | 173.45%-179.1pp |
| Employer contribution / active EE | $4,556 | $1,723+164.4% | $5,298-14.0% | $2,499+82.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $36 | $47-22.8% | $13,411-99.7% | $68-47.4% |