Filed November 9, 2005
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 60 · EIN 04-2647786 | Sub-TA Fees | $7,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,636 | $31,424+16.6% | $81,478-55.0% | $69,631-47.4% |
| Participation rate | 33.5% | 50.8%-17.4pp | 68.0%-34.5pp | 70.7%-37.2pp |
| Annual return | 15.67% | 22.44%-6.8pp | 38.78%-23.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $29 | $1,029-97.2% | $2,568-98.9% | $2,032-98.6% |
| Participant deferral / active EE | $1,205 | $1,838-34.4% | $3,537-65.9% | $3,224-62.6% |
| Admin fee / account holder | $19 | $103-81.8% | $4,561-99.6% | $110-83.1% |