Filed October 13, 2006 (most recent of 2 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 15 · EIN 01-0233346 | Recordkeeping | $125 |
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 | $109,661 | $66,310+65.4% | $93,606+17.2% | $65,185+68.2% |
| Participation rate | 51.4% | 74.0%-22.6pp | 75.8%-24.5pp | 70.2%-18.8pp |
| Annual return | 10.10% | 42.58%-32.5pp | 32.76%-22.7pp | 29.38%-19.3pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,274 | $3,342-31.9% | $4,069-44.1% | $3,514-35.3% |
| Admin fee / account holder | $8 | $6,897-99.9% | $7,888-99.9% | $847-99.1% |