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 | $211,739 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,299 | $136,266-77.0% | $90,749-65.5% | $77,904-59.8% |
| Participation rate | 81.4% | 86.6%-5.2pp | 75.7%+5.7pp | 73.7%+7.7pp |
| Annual return | -16.29% | -11.32%-5.0pp | -12.16%-4.1pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,478 | $4,215-17.5% | $2,921+19.1% | $2,848+22.1% |
| Participant deferral / active EE | $4,139 | $6,353-34.8% | $4,564-9.3% | $4,806-13.9% |
| Admin fee / account holder | $85 | $399-78.7% | $8,445-99.0% | $133-36.0% |