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 | $7,755 |
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 | $36,741 | $40,522-9.3% | $84,611-56.6% | $67,579-45.6% |
| Participation rate | 43.4% | 51.1%-7.7pp | 68.2%-24.8pp | 71.3%-27.9pp |
| Annual return | 19.10% | 32.72%-13.6pp | 258.74%-239.6pp | 378.56%-359.5pp |
| Employer contribution / active EE | $89 | $1,146-92.2% | $2,652-96.6% | $2,148-95.8% |
| Participant deferral / active EE | $1,928 | $2,132-9.6% | $3,899-50.5% | $3,539-45.5% |
| Admin fee / account holder | $16 | $145-89.3% | $4,912-99.7% | $142-89.1% |