Filed September 7, 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 19 · EIN 51-0396365 | Securities Custodian | $18,687 |
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 | $26,951 | $50,815-47.0% | $155,509-82.7% | $77,643-65.3% |
| Participation rate | 65.2% | 63.1%+2.0pp | 78.2%-13.0pp | 70.6%-5.4pp |
| Annual return | 14.55% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $716 | $1,993-64.1% | $4,672-84.7% | $2,726-73.8% |
| Participant deferral / active EE | $1,454 | $2,822-48.5% | $5,626-74.2% | $4,647-68.7% |
| Admin fee / account holder | $45 | $437-89.6% | $15,912-99.7% | $430-89.5% |