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 | $100 |
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 | $38,321 | $69,823-45.1% | $77,163-50.3% | $74,419-48.5% |
| Participation rate | 22.9% | 70.0%-47.2pp | 69.6%-46.7pp | 70.7%-47.9pp |
| Annual return | 16.19% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $941 | $3,558-73.6% | $3,833-75.5% | $4,528-79.2% |
| Admin fee / account holder | $1 | $398-99.8% | $5,472-100.0% | $348-99.8% |