Filed October 1, 2007
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 30-0219031 | Recordkeeping | $45,295 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,863 | $57,831-44.9% | $82,389-61.3% | $85,563-62.8% |
| Participation rate | 25.5% | 55.0%-29.5pp | 69.5%-44.1pp | 66.0%-40.5pp |
| Annual return | 16.64% | 17.86%-1.2pp | 28.67%-12.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $114 | $1,643-93.1% | $2,517-95.5% | $2,654-95.7% |
| Participant deferral / active EE | $640 | $3,118-79.5% | $4,155-84.6% | $4,375-85.4% |
| Admin fee / account holder | $165 | $1,391-88.1% | $7,231-97.7% | $834-80.2% |