Filed November 17, 2008
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 | $27,139 |
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 | $40,461 | $61,156-33.8% | $185,823-78.2% | $79,386-49.0% |
| Participation rate | 65.1% | 66.6%-1.5pp | 81.7%-16.6pp | 70.7%-5.6pp |
| Annual return | 15.46% | 19.45%-4.0pp | 122.05%-106.6pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,698 | $2,321-26.8% | $5,167-67.1% | $2,427-30.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |