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 |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,745 | $52,406-54.7% | $129,207-81.6% | $74,495-68.1% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 20.28% | 15.66%+4.6pp | 9417.33%-9397.0pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,641 | $1,531+7.2% | $4,153-60.5% | $2,623-37.5% |
| Participant deferral / active EE | $2,440 | $2,794-12.7% | $4,168-41.4% | $4,346-43.8% |
| Admin fee / account holder | $16 | $2,633-99.4% | $7,715-99.8% | $1,942-99.2% |