Filed November 29, 2005
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 37 · EIN 04-2647786 | Loan Processing | $64,453 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,351 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $9,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,401 | $36,728+40.0% | $56,411-8.9% | $99,062-48.1% |
| Participation rate | 7.8% | 25.4%-17.6pp | 52.5%-44.6pp | 71.6%-63.8pp |
| Annual return | 17.08% | 14.66%+2.4pp | 1701.33%-1684.3pp | 17.66%-0.6pp |
| Employer contribution / active EE | $80 | $415-80.7% | $1,039-92.3% | $3,262-97.5% |
| Participant deferral / active EE | $374 | $1,058-64.6% | $1,952-80.8% | $5,331-93.0% |
| Admin fee / account holder | $165 | $113+45.4% | $2,829-94.2% | $109+51.0% |