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 | $200 |
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 | $121,963 | $70,908+72.0% | $98,907+23.3% | $73,488+66.0% |
| Participation rate | 47.4% | 73.8%-26.4pp | 76.0%-28.6pp | 70.7%-23.3pp |
| Annual return | 6.08% | 34.17%-28.1pp | 196.43%-190.4pp | 28.51%-22.4pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,320 | $3,500-33.7% | $4,244-45.3% | $3,740-38.0% |
| Admin fee / account holder | $15 | $535-97.3% | $6,642-99.8% | $513-97.2% |