Filed September 2, 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 7-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 | $176,313 |
Service code 49 · EIN 74-2794194 | Other Services | $34,607 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,788 | $63,321-73.5% | $68,791-75.6% | $77,904-78.5% |
| Participation rate | 96.3% | 71.1%+25.2pp | 69.0%+27.3pp | 73.7%+22.6pp |
| Annual return | -12.70% | -6.50%-6.2pp | -6.38%-6.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,525 | $2,794-45.4% | $2,655-42.6% | $2,848-46.5% |
| Participant deferral / active EE | $3,182 | $4,029-21.0% | $3,941-19.3% | $4,806-33.8% |
| Admin fee / account holder | $89 | $104-14.2% | $4,932-98.2% | $133-32.5% |