Filed March 27, 2007
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 99 · EIN 47-1411118 | Other Fees | $13,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,000 | $47,126-0.3% | $149,673-68.6% | $74,419-36.8% |
| Participation rate | 27.6% | 63.4%-35.8pp | 78.8%-51.2pp | 70.7%-43.1pp |
| Annual return | 20.25% | 22.75%-2.5pp | 134.42%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $907 | $1,905-52.4% | $4,818-81.2% | $2,637-65.6% |
| Participant deferral / active EE | $1,109 | $2,728-59.4% | $5,680-80.5% | $4,528-75.5% |
| Admin fee / account holder | $249 | $343-27.3% | $13,210-98.1% | $348-28.4% |