Filed February 23, 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 27 · EIN 47-1411118 | Advisory (Plan) | $147,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,446 | $144,996-78.3% | $111,297-71.7% | $93,030-66.2% |
| Participation rate | 93.2% | 86.2%+7.0pp | 77.3%+15.9pp | 73.9%+19.3pp |
| Annual return | 15.25% | 18.26%-3.0pp | 54.65%-39.4pp | 158.70%-143.5pp |
| Employer contribution / active EE | $614 | $3,056-79.9% | $2,731-77.5% | $2,706-77.3% |
| Participant deferral / active EE | $3,022 | $5,587-45.9% | $4,487-32.7% | $4,562-33.8% |
| Admin fee / account holder | $82 | $103-21.0% | $7,964-99.0% | $152-46.1% |