Filed April 20, 2005
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 12 · EIN 13-3689044 | Participant communication; Account ma... | $97,905 |
MERCER1 year Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $12,500 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,318 | $45,000-68.2% | $143,757-90.0% | $77,904-81.6% |
| Participation rate | 55.7% | 66.8%-11.1pp | 80.3%-24.6pp | 73.7%-17.9pp |
| Annual return | -12.45% | 29.03%-41.5pp | -0.04%-12.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $410 | $1,870-78.1% | $4,951-91.7% | $2,848-85.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $52 | $98-47.3% | $14,673-99.6% | $133-60.9% |