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 | $16,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,805 | $52,293-44.9% | $178,490-83.9% | $73,409-60.8% |
| Participation rate | 56.9% | 65.3%-8.4pp | 81.9%-25.0pp | 72.2%-15.2pp |
| Annual return | 18.32% | 34.75%-16.4pp | 151.07%-132.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,484 | $2,332+6.5% | $5,202-52.2% | $3,805-34.7% |
| Admin fee / account holder | $70 | $127-45.3% | $13,984-99.5% | $158-55.9% |