Filed July 28, 2006
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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $88,961 | $53,345+66.8% | $121,098-26.5% | $74,419+19.5% |
| Participation rate | 19.6% | 60.0%-40.4pp | 69.5%-49.9pp | 70.7%-51.2pp |
| Annual return | 14.61% | 35.15%-20.5pp | 985.75%-971.1pp | 34.38%-19.8pp |
| Employer contribution / active EE | $623 | $1,898-67.2% | $4,164-85.0% | $2,637-76.4% |
| Participant deferral / active EE | $1,283 | $3,221-60.2% | $4,080-68.6% | $4,528-71.7% |
| Admin fee / account holder | $159 | $382-58.3% | $5,644-97.2% | $348-54.3% |