Filed May 7, 2007 (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 15 · EIN 71-0294708 | Recordkeeping | $178,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,825 | $52,293+4.8% | $178,490-69.3% | $73,409-25.3% |
| Participation rate | 8.6% | 65.3%-56.8pp | 81.9%-73.3pp | 72.2%-63.6pp |
| Annual return | 17.99% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $387 | $1,735-77.7% | $5,011-92.3% | $2,234-82.7% |
| Participant deferral / active EE | $1,705 | $2,332-26.9% | $5,202-67.2% | $3,805-55.2% |
| Admin fee / account holder | $291 | $127+128.1% | $13,984-97.9% | $158+84.0% |