Filed November 19, 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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS1+ years Service code 13 · EIN 32-7481187 | Contract Administrator | $12,012 |
AMERICAN FUNDS1+ years Service code 15 · EIN 20-3691658 | Recordkeeping | $8,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,348 | $36,916-1.5% | $156,549-76.8% | $57,658-37.0% |
| Participation rate | 67.5% | 63.4%+4.1pp | 84.0%-16.5pp | 70.2%-2.7pp |
| Annual return | -1.32% | 12.38%-13.7pp | 32.23%-33.5pp | 5.13%-6.4pp |
| Employer contribution / active EE | $1,411 | $1,571-10.2% | $5,501-74.3% | $1,974-28.5% |
| Participant deferral / active EE | $1,244 | $1,926-35.4% | $4,871-74.5% | $3,061-59.4% |
| Admin fee / account holder | $82 | $82-0.8% | $13,027-99.4% | $95-13.4% |