Filed January 6, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $47,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,680 | $66,528-7.3% | $86,874-29.0% | $86,799-28.9% |
| Participation rate | 52.3% | 72.4%-20.1pp | 71.6%-19.3pp | 72.3%-20.0pp |
| Annual return | 16.23% | 19.56%-3.3pp | 63.52%-47.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,353 | $2,007-32.6% | $2,495-45.8% | $2,405-43.7% |
| Participant deferral / active EE | $1,948 | $3,240-39.9% | $3,699-47.3% | $4,131-52.8% |
| Admin fee / account holder | $90 | $148-39.4% | $5,828-98.5% | $170-47.0% |