Filed September 5, 2001 (most recent of 3 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $7,228 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,321 | $84,936-12.5% | $111,297-33.2% | $79,386-6.4% |
| Participation rate | 67.1% | 75.9%-8.7pp | 77.3%-10.2pp | 70.7%-3.6pp |
| Annual return | 12.00% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,396 | $1,979-29.4% | $2,731-48.9% | $2,427-42.5% |
| Participant deferral / active EE | $3,150 | $3,888-19.0% | $4,487-29.8% | $4,046-22.1% |
| Admin fee / account holder | $148 | $537-72.4% | $7,964-98.1% | $626-76.4% |