Filed August 5, 2006
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 | $44,527 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $25,593 |
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 | $141,544 | $64,119+120.8% | $112,228+26.1% | $66,914+111.5% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.1%+20.7pp | 69.8%+25.9pp |
| Annual return | -3.33% | -13.81%+10.5pp | 27.45%-30.8pp | 1.58%-4.9pp |
| Employer contribution / active EE | $3,231 | $3,005+7.5% | $3,635-11.1% | $2,544+27.0% |
| Participant deferral / active EE | $8,582 | $3,693+132.4% | $4,728+81.5% | $4,237+102.6% |
| Admin fee / account holder | $316 | $625-49.4% | $6,410-95.1% | $593-46.7% |