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 | $30,613 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,109 |
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 | $225,803 | $79,523+183.9% | $140,016+61.3% | $56,287+301.2% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.1pp |
| Annual return | -4.86% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $16,204 | $3,350+383.7% | $5,606+189.1% | $2,111+667.6% |
| Participant deferral / active EE | $5,390 | $5,129+5.1% | $6,927-22.2% | $3,350+60.9% |
| Admin fee / account holder | -$2 | $614-100.4% | $10,705-100.0% | $521-100.4% |