Filed July 22, 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 27 · EIN 22-3844414 | Advisory (Plan) | $9,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,663 | $50,820-69.2% | $155,567-89.9% | $77,671-79.8% |
| Participation rate | 47.5% | 63.1%-15.7pp | 78.2%-30.7pp | 70.6%-23.1pp |
| Annual return | 10.44% | 34.85%-24.4pp | 64.74%-54.3pp | 31.21%-20.8pp |
| Employer contribution / active EE | $390 | $1,993-80.4% | $4,674-91.7% | $2,726-85.7% |
| Participant deferral / active EE | $911 | $2,823-67.7% | $5,628-83.8% | $4,648-80.4% |
| Admin fee / account holder | $71 | $436-83.6% | $15,916-99.6% | $430-83.4% |