Filed January 17, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $22,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,473 | $65,061+6.8% | $143,757-51.7% | $66,914+3.8% |
| Participation rate | 54.4% | 65.2%-10.8pp | 80.3%-25.9pp | 69.8%-15.4pp |
| Annual return | -16.88% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $932 | $2,361-60.5% | $4,951-81.2% | $2,544-63.4% |
| Participant deferral / active EE | $2,805 | $2,919-3.9% | $5,637-50.2% | $4,237-33.8% |
| Admin fee / account holder | $222 | $502-55.9% | $14,673-98.5% | $593-62.7% |