Filed October 18, 2004
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 | $56,026 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,445 |
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 | $57,836 | $65,061-11.1% | $143,757-59.8% | $66,914-13.6% |
| Participation rate | 61.8% | 65.2%-3.4pp | 80.3%-18.5pp | 69.8%-8.0pp |
| Annual return | -15.01% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,050 | $2,919+4.5% | $5,637-45.9% | $4,237-28.0% |
| Admin fee / account holder | $67 | $502-86.6% | $14,673-99.5% | $593-88.7% |