Filed April 12, 2007
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 5-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 13 · EIN 06-1050034 | Contract Administrator | $298,750 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,000 |
ZOOK DINON PA1 year Filed as: ZOOK DINON Service code 10 · EIN 22-2746484 | Accounting | $13,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,909 | $127,246-74.1% | $75,696-56.5% | $101,517-67.6% |
| Participation rate | 66.6% | 76.6%-10.0pp | 74.8%-8.2pp | 74.6%-7.9pp |
| Annual return | 16.30% | 14.35%+1.9pp | 104.53%-88.2pp | 21.00%-4.7pp |
| Employer contribution / active EE | $717 | $4,333-83.4% | $2,743-73.9% | $2,973-75.9% |
| Participant deferral / active EE | $2,471 | $4,639-46.7% | $3,821-35.3% | $4,873-49.3% |
| Admin fee / account holder | $79 | $42+89.5% | $3,619-97.8% | $139-43.6% |