Filed September 21, 2006 (most recent of 3 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,960 | $56,503-45.2% | $70,092-55.8% | $64,808-52.2% |
| Participation rate | 23.6% | 70.5%-46.9pp | 70.5%-46.9pp | 71.5%-47.9pp |
| Annual return | -14.80% | -13.44%-1.4pp | 190.73%-205.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $723 | $3,389-78.7% | $3,849-81.2% | $4,310-83.2% |
| Admin fee / account holder | $2 | $160-99.1% | $6,267-100.0% | $188-99.2% |