Filed August 7, 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 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $15,617 | $37,196-58.0% | $154,107-89.9% | $55,725-72.0% |
| Participation rate | 53.8% | 64.1%-10.3pp | 83.0%-29.3pp | 70.9%-17.1pp |
| Annual return | 8.81% | 1319.68%-1310.9pp | 735.12%-726.3pp | 244.93%-236.1pp |
| Employer contribution / active EE | $1,459 | $1,614-9.6% | $5,298-72.4% | $2,078-29.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $102-98.5% | $13,411-100.0% | $115-98.7% |