Filed July 29, 2006 (most recent of 2 filings on file)
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 | $15,932 |
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 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 | $51,274 | $74,089-30.8% | $133,980-61.7% | $55,167-7.1% |
| Participation rate | 67.3% | 84.3%-16.9pp | 87.1%-19.7pp | 69.0%-1.7pp |
| Annual return | 7.87% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,334 | $3,064-56.5% | $5,211-74.4% | $1,963-32.0% |
| Participant deferral / active EE | $2,342 | $4,678-49.9% | $6,282-62.7% | $3,054-23.3% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |