Filed January 9, 2006 (most recent of 2 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 |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $26,033 |
SACKRIDER & COMPANY, INC.1+ years Service code 10 · EIN 35-1327464 | Accounting | $10,975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,111 | $68,413-66.2% | $123,104-81.2% | $55,191-58.1% |
| Participation rate | 98.2% | 84.5%+13.6pp | 86.8%+11.4pp | 69.2%+29.0pp |
| Annual return | 3.04% | 6.30%-3.3pp | 13.22%-10.2pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $37 | $88-57.4% | $9,015-99.6% | $91-58.8% |