Filed December 15, 2005 (most recent of 4 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $44,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,545 | $56,095-58.0% | $178,490-86.8% | $90,288-73.9% |
| Participation rate | 36.5% | 65.6%-29.1pp | 81.9%-45.4pp | 73.4%-36.9pp |
| Annual return | -2.07% | 28.81%-30.9pp | 151.07%-153.1pp | 53.97%-56.0pp |
| Employer contribution / active EE | $444 | $1,572-71.7% | $5,011-91.1% | $2,524-82.4% |
| Participant deferral / active EE | $779 | $2,669-70.8% | $5,202-85.0% | $4,232-81.6% |
| Admin fee / account holder | $6 | $101-93.7% | $13,984-100.0% | $114-94.4% |