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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $74,296 |
CERITY PARTNERS1 year Service code 99 · EIN 35-2467663 | Other Fees | $41,656 |
MORNINGSTAR7+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,085 | $110,094-7.3% | $151,611-32.7% | $68,494+49.0% |
| Participation rate | 58.5% | 84.0%-25.5pp | 87.5%-29.0pp | 67.9%-9.4pp |
| Annual return | -15.82% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $21,628 | $6,527+231.3% | $8,363+158.6% | $4,027+437.0% |
| Admin fee / account holder | $303 | $7,719-96.1% | $11,616-97.4% | $5,403-94.4% |