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 | $66,503 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $35,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,977 | $60,488+109.9% | $109,895+15.5% | $79,386+59.9% |
| Participation rate | 96.9% | 67.0%+29.9pp | 74.2%+22.7pp | 70.7%+26.2pp |
| Annual return | 13.05% | 189.57%-176.5pp | 29.45%-16.4pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,853 | $1,649+133.6% | $2,842+35.5% | $2,427+58.7% |
| Participant deferral / active EE | $4,517 | $3,220+40.3% | $4,048+11.6% | $4,046+11.6% |
| Admin fee / account holder | $435 | $605-28.1% | $6,066-92.8% | $626-30.6% |