Filed March 1, 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 |
|---|---|---|
NORTHWEST BANK8 years Service code 21 · EIN 26-3901659 | Bank Trustee | $33,292 |
DEFINITI LLC4 years Service code 64 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping Fees | $30,535 |
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 | $36,557 | $65,946-44.6% | $81,783-55.3% | $77,671-52.9% |
| Participation rate | 51.0% | 65.8%-14.7pp | 72.4%-21.3pp | 70.6%-19.5pp |
| Annual return | 11.16% | 26.65%-15.5pp | 775.05%-763.9pp | 31.21%-20.0pp |
| Employer contribution / active EE | $622 | $2,371-73.8% | $2,913-78.6% | $2,726-77.2% |
| Participant deferral / active EE | $1,408 | $3,507-59.8% | $4,320-67.4% | $4,648-69.7% |
| Admin fee / account holder | $203 | $527-61.5% | $7,380-97.3% | $430-52.9% |