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 | $9,939 |
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 | $41,700 | $41,647+0.1% | $96,139-56.6% | $86,799-52.0% |
| Participation rate | 49.8% | 50.2%-0.4pp | 68.4%-18.6pp | 72.3%-22.4pp |
| Annual return | 16.63% | 27.24%-10.6pp | 191.94%-175.3pp | 97.91%-81.3pp |
| Employer contribution / active EE | $77 | $1,318-94.2% | $2,797-97.3% | $2,405-96.8% |
| Participant deferral / active EE | $2,435 | $2,412+0.9% | $4,349-44.0% | $4,131-41.1% |
| Admin fee / account holder | $16 | $169-90.3% | $5,537-99.7% | $170-90.3% |