Filed January 9, 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 13 · EIN 42-0127290 | Contract Administrator | $15,086 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,654 | $56,423-63.4% | $77,163-73.2% | $71,457-71.1% |
| Participation rate | 99.0% | 64.3%+34.7pp | 69.6%+29.4pp | 67.9%+31.1pp |
| Annual return | 15.09% | 19.05%-4.0pp | 37.87%-22.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $746 | $1,866-60.0% | $2,535-70.6% | $2,588-71.2% |
| Participant deferral / active EE | $2,323 | $3,142-26.1% | $3,833-39.4% | $4,289-45.8% |
| Admin fee / account holder | $136 | $1,429-90.5% | $5,472-97.5% | $1,587-91.4% |