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 | $254,991 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,212 | $112,623-67.0% | $106,213-65.0% | $199,593-81.4% |
| Participation rate | 94.5% | 86.2%+8.3pp | 75.3%+19.2pp | 72.0%+22.5pp |
| Annual return | 13.31% | 15.57%-2.3pp | 116.14%-102.8pp | 34.25%-20.9pp |
| Employer contribution / active EE | $5,353 | $4,575+17.0% | $3,171+68.8% | $3,034+76.4% |
| Participant deferral / active EE | $5,718 | $6,659-14.1% | $5,016+14.0% | $5,087+12.4% |
| Admin fee / account holder | $82 | $107-23.3% | $11,033-99.3% | $269-69.5% |