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 13 · EIN 42-0127290 | Contract Administrator | $508,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,258 | $59,339-18.7% | $149,673-67.8% | $103,482-53.4% |
| Participation rate | 55.3% | 70.2%-14.9pp | 78.8%-23.5pp | 73.3%-18.0pp |
| Annual return | 19.61% | 77.78%-58.2pp | 134.42%-114.8pp | 33.11%-13.5pp |
| Employer contribution / active EE | $59 | $2,178-97.3% | $4,818-98.8% | $3,208-98.2% |
| Participant deferral / active EE | $4,104 | $3,716+10.4% | $5,680-27.7% | $5,207-21.2% |
| Admin fee / account holder | $63 | $103-39.0% | $13,210-99.5% | $114-44.9% |