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 |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $19,081 | $45,602-58.2% | $117,472-83.8% | $66,914-71.5% |
| Participation rate | 94.0% | 57.6%+36.3pp | 70.6%+23.4pp | 69.8%+24.2pp |
| Annual return | -16.58% | -16.74%+0.2pp | 29.74%-46.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,243 | $1,579-21.3% | $4,176-70.2% | $2,544-51.2% |
| Participant deferral / active EE | $1,579 | $2,845-44.5% | $4,070-61.2% | $4,237-62.7% |
| Admin fee / account holder | $16 | $661-97.6% | $5,645-99.7% | $593-97.3% |