Filed June 6, 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $73,233 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,420 | $121,341-20.5% | $189,513-49.1% | $79,386+21.5% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.8%+8.3pp | 70.7%+25.4pp |
| Annual return | 14.79% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $3,790 | $3,915-3.2% | $6,162-38.5% | $2,427+56.1% |
| Participant deferral / active EE | $3,530 | $6,395-44.8% | $8,221-57.1% | $4,046-12.7% |
| Admin fee / account holder | $309 | $651-52.6% | $12,045-97.4% | $626-50.7% |