Filed January 10, 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 | $6,630 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,270 | $61,156+6.7% | $185,823-64.9% | $79,386-17.8% |
| Participation rate | 42.1% | 66.6%-24.5pp | 81.7%-39.6pp | 70.7%-28.6pp |
| Annual return | 9.12% | 19.45%-10.3pp | 122.05%-112.9pp | 116.85%-107.7pp |
| Employer contribution / active EE | $753 | $2,321-67.6% | $5,167-85.4% | $2,427-69.0% |
| Participant deferral / active EE | $959 | $2,789-65.6% | $5,568-82.8% | $4,046-76.3% |
| Admin fee / account holder | $89 | $710-87.4% | $16,237-99.4% | $626-85.7% |