Filed March 4, 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 9-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 37 · EIN 04-2647786 | Loan Processing | $44,793 |
DOYLE & ASSOCIATES, PLLC4 years Service code 10 · EIN 20-1414332 | Accounting | $17,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,225 | $88,890-37.9% | $102,423-46.1% | $77,643-28.9% |
| Participation rate | 87.0% | 80.9%+6.1pp | 76.5%+10.5pp | 70.6%+16.5pp |
| Annual return | 12.42% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,811 | $2,698-32.9% | $3,023-40.1% | $2,726-33.6% |
| Participant deferral / active EE | $3,646 | $5,145-29.1% | $5,053-27.8% | $4,647-21.5% |
| Admin fee / account holder | $337 | $235+43.1% | $9,451-96.4% | $430-21.7% |