Filed January 23, 2006 (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 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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,467 | $45,382-79.1% | $154,107-93.9% | $75,289-87.4% |
| Participation rate | 81.5% | 65.9%+15.6pp | 83.0%-1.6pp | 72.4%+9.0pp |
| Annual return | -6.56% | -0.47%-6.1pp | 735.12%-741.7pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,225 | $1,533-20.1% | $5,298-76.9% | $2,405-49.1% |
| Participant deferral / active EE | $1,772 | $2,384-25.7% | $5,081-65.1% | $3,739-52.6% |
| Admin fee / account holder | $1 | $89-98.7% | $13,411-100.0% | $102-98.8% |