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 | $49,586 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $40,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,688 | $76,670+79.6% | $96,683+42.4% | $71,457+92.7% |
| Participation rate | 96.8% | 66.6%+30.2pp | 74.3%+22.4pp | 67.9%+28.9pp |
| Annual return | 15.12% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,400 | $3,031+12.2% | $3,737-9.0% | $2,588+31.4% |
| Participant deferral / active EE | $8,850 | $3,771+134.7% | $4,878+81.4% | $4,289+106.3% |
| Admin fee / account holder | $328 | $2,028-83.8% | $6,730-95.1% | $1,587-79.3% |