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 |
|---|---|---|
MORNINGSTAR5 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 | $20,891 | $48,335-56.8% | $121,098-82.7% | $71,457-70.8% |
| Participation rate | 95.5% | 54.3%+41.2pp | 69.5%+26.0pp | 67.9%+27.6pp |
| Annual return | 13.86% | 23.32%-9.5pp | 985.75%-971.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,473 | $1,489-1.1% | $4,164-64.6% | $2,588-43.1% |
| Participant deferral / active EE | $1,907 | $2,754-30.8% | $4,080-53.3% | $4,289-55.5% |
| Admin fee / account holder | $13 | $1,841-99.3% | $5,644-99.8% | $1,587-99.2% |