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 | $606,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,434 | $83,057-44.1% | $143,757-67.7% | $89,394-48.1% |
| Participation rate | 98.3% | 74.0%+24.2pp | 80.3%+18.0pp | 71.3%+27.0pp |
| Annual return | -14.21% | -13.97%-0.2pp | -0.04%-14.2pp | -11.89%-2.3pp |
| Employer contribution / active EE | $5,386 | $2,095+157.1% | $4,951+8.8% | $3,022+78.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $35 | $83-58.1% | $14,673-99.8% | $79-56.2% |