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 | $620,022 |
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 | $50,255 | $68,330-26.5% | $149,673-66.4% | $96,393-47.9% |
| Participation rate | 97.5% | 74.6%+22.9pp | 78.8%+18.8pp | 71.3%+26.2pp |
| Annual return | 14.58% | 29.64%-15.1pp | 134.42%-119.8pp | 22.88%-8.3pp |
| Employer contribution / active EE | $5,403 | $2,139+152.5% | $4,818+12.1% | $3,238+66.8% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $34 | $52-34.9% | $13,210-99.7% | $74-54.2% |