Filed July 16, 2006 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $1,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,810 | $101,523+18.0% | $141,162-15.1% | $77,787+54.0% |
| Participation rate | 51.8% | 77.4%-25.5pp | 82.5%-30.6pp | 73.2%-21.4pp |
| Annual return | 24.73% | 56.22%-31.5pp | 71.39%-46.7pp | 32.57%-7.8pp |
| Employer contribution / active EE | $434 | $3,341-87.0% | $4,735-90.8% | $2,504-82.7% |
| Participant deferral / active EE | $4,625 | $6,434-28.1% | $6,709-31.1% | $3,967+16.6% |
| Admin fee / account holder | $66 | $92-27.4% | $10,261-99.4% | $100-33.6% |