Filed December 27, 2005 (most recent of 3 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 55 · EIN 35-2552359 | Other Commissions | $87,536 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,992 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,562 | $89,739+141.3% | $149,718+44.6% | $62,292+247.7% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 13.85% | 21.01%-7.2pp | 1501.63%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $16,269 | $3,233+403.2% | $5,445+198.8% | $2,042+696.6% |
| Participant deferral / active EE | $4,929 | $4,797+2.7% | $6,569-25.0% | $3,169+55.5% |
| Admin fee / account holder | -$34 | $551-106.2% | $11,283-100.3% | $479-107.2% |