Filed December 10, 2005
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 26 · EIN 71-0294708 | Advisory (Participants) | $53,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,244 | $47,126+2.4% | $149,673-67.8% | $74,419-35.2% |
| Participation rate | 96.9% | 63.4%+33.5pp | 78.8%+18.1pp | 70.7%+26.2pp |
| Annual return | 20.66% | 22.75%-2.1pp | 134.42%-113.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,458 | $1,905+29.0% | $4,818-49.0% | $2,637-6.8% |
| Participant deferral / active EE | $3,589 | $2,728+31.6% | $5,680-36.8% | $4,528-20.7% |
| Admin fee / account holder | $127 | $343-62.9% | $13,210-99.0% | $348-63.4% |