Filed April 1, 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 13 · EIN 42-0127290 | Contract Administrator | $52,996 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $28,245 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,884 | $55,214+126.2% | $104,607+19.4% | $73,488+69.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 14.53% | 24.79%-10.3pp | 340.46%-325.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,812 | $1,468+159.7% | $2,681+42.2% | $2,270+67.9% |
| Participant deferral / active EE | $4,638 | $2,925+58.6% | $3,740+24.0% | $3,740+24.0% |
| Admin fee / account holder | $349 | $424-17.7% | $6,473-94.6% | $513-32.0% |