Filed November 9, 2005 (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 13 · EIN 42-0127290 | Contract Administrator | $11,863 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $8,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,429 | $61,058-50.2% | $71,209-57.3% | $85,563-64.4% |
| Participation rate | 20.1% | 58.6%-38.5pp | 73.8%-53.7pp | 66.0%-45.9pp |
| Annual return | 11.80% | 100.41%-88.6pp | 282.51%-270.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $334 | $2,199-84.8% | $2,721-87.7% | $2,654-87.4% |
| Participant deferral / active EE | $686 | $3,173-78.4% | $4,175-83.6% | $4,375-84.3% |
| Admin fee / account holder | $140 | $855-83.7% | $5,349-97.4% | $834-83.3% |