Filed March 6, 2007 (most recent of 2 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 48-1205033 | Recordkeeping | $13,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $33,816 | $55,453-39.0% | $170,442-80.2% | $62,292-45.7% |
| Participation rate | 62.4% | 66.4%-4.0pp | 83.6%-21.2pp | 69.5%-7.2pp |
| Annual return | 16.33% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,170 | $2,303+37.7% | $4,939-35.8% | $3,1690% |
| Admin fee / account holder | $92 | $455-79.7% | $13,880-99.3% | $479-80.7% |