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 | $546,846 |
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 | $51,882 | $66,513-22.0% | $178,490-70.9% | $106,222-51.2% |
| Participation rate | 99.1% | 73.8%+25.4pp | 81.9%+17.2pp | 70.8%+28.3pp |
| Annual return | 13.42% | 21.81%-8.4pp | 151.07%-137.7pp | 21.69%-8.3pp |
| Employer contribution / active EE | $4,962 | $1,776+179.4% | $5,011-1.0% | $2,723+82.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $35 | $53-33.7% | $13,984-99.7% | $78-54.8% |