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 |
|---|---|---|
MORNINGSTAR2 years 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 | $26,255 | $53,901-51.3% | $134,143-80.4% | $73,488-64.3% |
| Participation rate | 92.7% | 62.8%+29.9pp | 72.2%+20.6pp | 70.7%+22.0pp |
| Annual return | 10.79% | 15.82%-5.0pp | 36.33%-25.5pp | 28.51%-17.7pp |
| Employer contribution / active EE | $962 | $1,458-34.1% | $3,704-74.0% | $2,270-57.6% |
| Participant deferral / active EE | $1,126 | $2,739-58.9% | $3,499-67.8% | $3,740-69.9% |
| Admin fee / account holder | $15 | $581-97.4% | $6,684-99.8% | $513-97.1% |