Filed December 28, 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 15 · EIN 35-0145825 | Recordkeeping | $46,340 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,765 | $56,485-26.1% | $185,823-77.5% | $86,799-51.9% |
| Participation rate | 64.9% | 65.5%-0.6pp | 81.7%-16.8pp | 72.3%-7.4pp |
| Annual return | 14.63% | 118.04%-103.4pp | 122.05%-107.4pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,571 | $1,843-14.7% | $5,167-69.6% | $2,405-34.7% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-99.8% | $16,237-100.0% | $170-99.8% |