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 | $593,493 |
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 | $47,044 | $58,202-19.2% | $172,739-72.8% | $89,569-47.5% |
| Participation rate | 99.2% | 72.8%+26.3pp | 82.6%+16.5pp | 69.6%+29.6pp |
| Annual return | 18.30% | 61.59%-43.3pp | 802.84%-784.5pp | 34.56%-16.3pp |
| Employer contribution / active EE | $4,877 | $1,759+177.3% | $5,143-5.2% | $2,584+88.7% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $35 | $53-32.8% | $13,954-99.7% | $72-50.7% |