Filed January 31, 2006 (most recent of 4 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 15 · EIN 35-0145825 | Recordkeeping | $146,636 |
Filed as: PROCOURSE FIDUCIARY ADVISO Service code 26 · EIN 45-5291215 | Advisory (Participants) | $17,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,155 | $52,660-90.2% | $86,612-94.0% | $80,160-93.6% |
| Participation rate | 65.4% | 62.4%+3.0pp | 71.7%-6.3pp | 72.9%-7.5pp |
| Annual return | 19.19% | 24.87%-5.7pp | 591.07%-571.9pp | 40.38%-21.2pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $921 | $3,215-71.3% | $4,438-79.2% | $5,017-81.6% |
| Admin fee / account holder | $19 | $113-83.0% | $5,614-99.7% | $145-86.8% |