Filed January 25, 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 7-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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,577 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,256 | $64,480-60.8% | $81,382-69.0% | $80,856-68.8% |
| Participation rate | 76.1% | 63.9%+12.2pp | 69.5%+6.6pp | 67.6%+8.4pp |
| Annual return | 13.56% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $641 | $1,978-67.6% | $2,463-74.0% | $2,755-76.7% |
| Participant deferral / active EE | $953 | $3,094-69.2% | $3,883-75.5% | $4,296-77.8% |
| Admin fee / account holder | $72 | $5,671-98.7% | $5,768-98.7% | $6,918-99.0% |