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 | $69,057 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $36,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,233 | $58,926+131.2% | $97,226+40.1% | $74,495+82.9% |
| Participation rate | 99.2% | 63.5%+35.7pp | 72.7%+26.5pp | 67.2%+32.0pp |
| Annual return | 9.74% | 16.04%-6.3pp | 75.13%-65.4pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $4,353 | $1,894+129.8% | $2,729+59.5% | $2,623+66.0% |
| Participant deferral / active EE | $5,417 | $3,664+47.8% | $4,264+27.0% | $4,346+24.6% |
| Admin fee / account holder | $486 | $1,974-75.4% | $5,654-91.4% | $1,942-75.0% |