Filed January 14, 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 52 · EIN 13-5674085 | Indirect Investment Fees | $37,426 |
PLANTE & MORAN, PLLC1+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $10,900 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,774 | $88,324-56.1% | $115,037-66.3% | $55,191-29.7% |
| Participation rate | 31.9% | 72.5%-40.7pp | 81.4%-49.5pp | 69.2%-37.3pp |
| Annual return | 2.05% | 6.30%-4.2pp | 26.14%-24.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $187 | $2,805-93.3% | $4,608-95.9% | $1,899-90.2% |
| Participant deferral / active EE | $3,301 | $5,042-34.5% | $6,026-45.2% | $3,046+8.4% |
| Admin fee / account holder | $70 | $105-33.1% | $8,175-99.1% | $91-22.4% |