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 | $139,288 |
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.
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 | $38,536 | $105,190-63.4% | $98,907-61.0% | $90,288-57.3% |
| Participation rate | 70.1% | 86.4%-16.3pp | 76.0%-5.9pp | 73.4%-3.3pp |
| Annual return | 8.87% | 18.52%-9.7pp | 196.43%-187.6pp | 53.97%-45.1pp |
| Employer contribution / active EE | $2,048 | $3,831-46.5% | $2,689-23.8% | $2,524-18.9% |
| Participant deferral / active EE | $3,350 | $5,616-40.3% | $4,244-21.1% | $4,232-20.8% |
| Admin fee / account holder | $81 | $97-16.4% | $6,642-98.8% | $114-28.7% |