Filed February 1, 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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $23,922 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $7,861 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,206 | $59,186-67.5% | $76,768-75.0% | $56,287-65.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 77.0%+14.8pp | 69.9%+21.9pp |
| Annual return | -5.90% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $450 | $1,759-74.4% | $2,485-81.9% | $2,111-78.7% |
| Participant deferral / active EE | $2,272 | $3,255-30.2% | $3,852-41.0% | $3,350-32.2% |
| Admin fee / account holder | $209 | $489-57.2% | $6,675-96.9% | $521-59.9% |