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 | $60,430 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $32,639 |
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 | $121,177 | $51,315+136.1% | $95,745+26.6% | $71,457+69.6% |
| Participation rate | 99.2% | 63.0%+36.2pp | 72.3%+26.9pp | 67.9%+31.3pp |
| Annual return | 14.50% | 25.26%-10.8pp | 28.35%-13.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $4,243 | $1,819+133.3% | $2,835+49.7% | $2,588+64.0% |
| Participant deferral / active EE | $5,076 | $3,358+51.2% | $4,245+19.6% | $4,289+18.4% |
| Admin fee / account holder | $398 | $1,137-65.0% | $5,678-93.0% | $1,587-75.0% |