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 | $61,239 |
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 | $81,045 | $130,194-37.8% | $169,993-52.3% | $71,457+13.4% |
| Participation rate | 98.5% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | 14.05% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $3,618 | $4,381-17.4% | $6,785-46.7% | $2,588+39.8% |
| Participant deferral / active EE | $3,870 | $6,923-44.1% | $10,408-62.8% | $4,289-9.8% |
| Admin fee / account holder | $224 | $966-76.9% | $12,815-98.3% | $1,587-85.9% |