Filed January 30, 2006
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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $27,050 | $46,722-42.1% | $130,648-79.3% | $65,185-58.5% |
| Participation rate | 99.0% | 60.9%+38.1pp | 71.7%+27.3pp | 70.2%+28.8pp |
| Annual return | 1.52% | 24.17%-22.6pp | 1708.96%-1707.4pp | 29.38%-27.9pp |
| Employer contribution / active EE | $1,040 | $1,488-30.1% | $4,092-74.6% | $2,177-52.2% |
| Participant deferral / active EE | $1,303 | $2,545-48.8% | $3,603-63.8% | $3,514-62.9% |
| Admin fee / account holder | $18 | $453-96.0% | $5,464-99.7% | $847-97.9% |