Filed November 29, 2005
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 12 · EIN 13-3689044 | Participant communication; Account ma... | $214,146 |
MARINER LLC4 years Service code 16 · EIN 20-4553256 | Consulting | $44,360 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,640 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $55,829 | $45,000+24.1% | $143,757-61.2% | $77,904-28.3% |
| Participation rate | 65.1% | 66.8%-1.7pp | 80.3%-15.2pp | 73.7%-8.5pp |
| Annual return | -17.23% | 29.03%-46.3pp | -0.04%-17.2pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,164 | $1,870-37.7% | $4,951-76.5% | $2,848-59.1% |
| Participant deferral / active EE | $3,811 | $3,157+20.7% | $5,637-32.4% | $4,806-20.7% |
| Admin fee / account holder | $129 | $98+31.0% | $14,673-99.1% | $133-2.7% |