Filed February 22, 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 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 15 · EIN 35-0145825 | Recordkeeping | $3,618 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,090 | $61,156-73.7% | $185,823-91.3% | $79,386-79.7% |
| Participation rate | 54.5% | 66.6%-12.1pp | 81.7%-27.2pp | 70.7%-16.2pp |
| Annual return | 33.69% | 19.45%+14.2pp | 122.05%-88.4pp | 116.85%-83.2pp |
| Employer contribution / active EE | $956 | $2,321-58.8% | $5,167-81.5% | $2,427-60.6% |
| Participant deferral / active EE | $168 | $2,789-94.0% | $5,568-97.0% | $4,046-95.9% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.5% |