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 | $671,716 |
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 | $55,210 | $68,062-18.9% | $185,823-70.3% | $106,520-48.2% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.7%+16.6pp | 71.3%+27.0pp |
| Annual return | 11.33% | 18.20%-6.9pp | 122.05%-110.7pp | 19.28%-8.0pp |
| Employer contribution / active EE | $5,058 | $1,997+153.3% | $5,167-2.1% | $2,840+78.1% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,568-100.0% | $4,948-100.0% |
| Admin fee / account holder | $41 | $53-22.2% | $16,237-99.7% | $75-44.9% |