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 | $66,390 |
Participant contribution per participant 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 | $72,884 | $102,553-28.9% | $151,611-51.9% | $66,914+8.9% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -13.98% | -10.82%-3.2pp | 3.33%-17.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,380 | $4,180-19.1% | $6,166-45.2% | $2,544+32.9% |
| Participant deferral / active EE | $3,552 | $6,641-46.5% | $8,363-57.5% | $4,237-16.2% |
| Admin fee / account holder | $255 | $630-59.5% | $11,616-97.8% | $593-57.0% |