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 | $49,696 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $40,571 |
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.
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 | $127,951 | $80,724+58.5% | $103,333+23.8% | $74,495+71.8% |
| Participation rate | 97.0% | 65.7%+31.3pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 9.90% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,490 | $3,157+10.5% | $3,868-9.8% | $2,623+33.1% |
| Participant deferral / active EE | $8,774 | $3,860+127.3% | $5,057+73.5% | $4,346+101.9% |
| Admin fee / account holder | $321 | $2,368-86.5% | $8,355-96.2% | $1,942-83.5% |