Filed October 18, 2004
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 60 · EIN 04-2647786 | Sub-TA Fees | $23,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,620 | $85,713-89.9% | $86,677-90.1% | - |
| Participation rate | 66.7% | 72.2%-5.5pp | 76.6%-9.9pp | - |
| Annual return | -16.63% | -20.12%+3.5pp | 35.91%-52.5pp | - |
| Employer contribution / active EE | $903 | $1,789-49.5% | $2,836-68.2% | - |
| Participant deferral / active EE | $470 | $3,318-85.8% | $4,656-89.9% | - |
| Admin fee / account holder | $102 | $28,935-99.6% | $7,493-98.6% | - |