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 | $34,121 |
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 | $51,316 | $66,457-22.8% | $81,382-36.9% | $77,643-33.9% |
| Participation rate | 53.9% | 68.7%-14.8pp | 69.5%-15.6pp | 70.6%-16.7pp |
| Annual return | 14.93% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,167 | $2,159-46.0% | $2,463-52.6% | $2,726-57.2% |
| Participant deferral / active EE | $1,771 | $3,679-51.9% | $3,883-54.4% | $4,647-61.9% |
| Admin fee / account holder | $58 | $583-90.0% | $5,768-99.0% | $430-86.5% |