Filed December 21, 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 60 · EIN 04-2647786 | Sub-TA Fees | $122,301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $38,961 | $96,403-59.6% | $93,606-58.4% | $77,787-49.9% |
| Participation rate | 70.5% | 87.6%-17.2pp | 75.8%-5.4pp | 73.2%-2.7pp |
| Annual return | 22.24% | 39.36%-17.1pp | 32.76%-10.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $2,030 | $3,616-43.8% | $2,718-25.3% | $2,504-18.9% |
| Participant deferral / active EE | $3,168 | $5,341-40.7% | $4,069-22.1% | $3,967-20.2% |
| Admin fee / account holder | $69 | $90-22.5% | $7,888-99.1% | $100-30.6% |