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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,069 | $61,052-55.7% | $142,863-81.1% | $79,386-65.9% |
| Participation rate | 96.3% | 60.1%+36.1pp | 71.9%+24.3pp | 70.7%+25.6pp |
| Annual return | 17.91% | 16.02%+1.9pp | 5637.54%-5619.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,056 | $1,481-28.7% | $4,144-74.5% | $2,427-56.5% |
| Participant deferral / active EE | $1,572 | $2,879-45.4% | $3,837-59.0% | $4,046-61.1% |
| Admin fee / account holder | $11 | $659-98.3% | $6,560-99.8% | $626-98.2% |