Filed November 29, 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 15 · EIN 13-3689044 | Recordkeeping | $429,672 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,239 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $51,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,581 | $53,565-39.2% | $172,739-81.1% | $82,204-60.4% |
| Participation rate | 72.2% | 69.6%+2.6pp | 82.6%-10.4pp | 73.4%-1.2pp |
| Annual return | 20.82% | 31.42%-10.6pp | 802.84%-782.0pp | 26.31%-5.5pp |
| Employer contribution / active EE | $1,490 | $1,857-19.8% | $5,143-71.0% | $2,707-45.0% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $83 | $61+35.5% | $13,954-99.4% | $76+10.0% |