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 | $22,146 |
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 | $35,972 | $56,485-36.3% | $185,823-80.6% | $86,799-58.6% |
| Participation rate | 58.0% | 65.5%-7.5pp | 81.7%-23.7pp | 72.3%-14.3pp |
| Annual return | 15.74% | 118.04%-102.3pp | 122.05%-106.3pp | 97.91%-82.2pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,804 | $2,553+9.8% | $5,568-49.6% | $4,131-32.1% |
| Admin fee / account holder | $108 | $150-28.0% | $16,237-99.3% | $170-36.5% |