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 | $53,006 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,032 | $56,485-18.5% | $185,823-75.2% | $86,799-47.0% |
| Participation rate | 55.7% | 65.5%-9.8pp | 81.7%-26.0pp | 72.3%-16.6pp |
| Annual return | 13.25% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,983 | $2,553-22.3% | $5,568-64.4% | $4,131-52.0% |
| Admin fee / account holder | $2 | $150-98.8% | $16,237-100.0% | $170-99.0% |