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 | $1,884 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,245 | $95,388+18.7% | $125,339-9.6% | $77,904+45.4% |
| Participation rate | 54.3% | 78.6%-24.3pp | 82.4%-28.1pp | 73.7%-19.4pp |
| Annual return | -14.71% | 116.19%-130.9pp | 572.05%-586.8pp | 12.21%-26.9pp |
| Employer contribution / active EE | $375 | $3,666-89.8% | $4,814-92.2% | $2,848-86.8% |
| Participant deferral / active EE | $5,846 | $7,711-24.2% | $7,446-21.5% | $4,806+21.6% |
| Admin fee / account holder | $77 | $119-35.5% | $10,010-99.2% | $133-42.1% |