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 | $62,152 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $34,972 |
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 | $111,550 | $44,642+149.9% | $91,220+22.3% | $66,914+66.7% |
| Participation rate | 98.4% | 64.9%+33.5pp | 73.2%+25.2pp | 69.8%+28.6pp |
| Annual return | -15.69% | -12.29%-3.4pp | 114.01%-129.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,215 | $1,706+147.0% | $2,850+47.9% | $2,544+65.7% |
| Participant deferral / active EE | $5,133 | $3,349+53.3% | $4,234+21.2% | $4,237+21.2% |
| Admin fee / account holder | $426 | $521-18.4% | $5,420-92.1% | $593-28.2% |