Filed March 31, 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 |
|---|---|---|
INVISOR FINANCIAL LLC5 years Service code 15 · EIN 47-2997530 | Recordkeeping | $71,229 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,183 |
INVISOR SOLUTIONS LLC1 year Filed as: INVISOR SOLUTIONS Service code 15 · EIN 47-3035444 | Recordkeeping | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,381 | $49,915+103.1% | $154,803-34.5% | $74,304+36.4% |
| Participation rate | 95.7% | 54.0%+41.7pp | 78.1%+17.6pp | 60.3%+35.3pp |
| Annual return | 18.44% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,056 | $1,611+89.6% | $4,305-29.0% | $2,241+36.3% |
| Participant deferral / active EE | $5,681 | $2,255+152.0% | $5,540+2.5% | $3,767+50.8% |
| Admin fee / account holder | $443 | $2,189-79.8% | $14,329-96.9% | $2,969-85.1% |