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 | $10,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,501 | $95,274-83.7% | $135,903-88.6% | $74,419-79.2% |
| Participation rate | 72.4% | 78.2%-5.8pp | 81.9%-9.5pp | 70.7%+1.6pp |
| Annual return | 18.83% | 32.77%-13.9pp | 68.23%-49.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,047 | $3,874-47.2% | $4,856-57.8% | $2,637-22.4% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $7 | $266-97.5% | $10,762-99.9% | $348-98.1% |