Filed July 6, 2006 (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 12 · EIN 13-3689044 | Participant communication; Float reve... | $65,690 |
NATIONAL FINANCIAL SERVICES3 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.
Annual investment return 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 | $78,665 | $84,948-7.4% | $70,449+11.7% | $73,409+7.2% |
| Participation rate | 64.6% | 79.9%-15.4pp | 75.1%-10.5pp | 72.2%-7.6pp |
| Annual return | 4.20% | 13.39%-9.2pp | 109.03%-104.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $1,675 | $2,834-40.9% | $2,737-38.8% | $2,234-25.0% |
| Participant deferral / active EE | $2,001 | $3,387-40.9% | $3,709-46.0% | $3,805-47.4% |
| Admin fee / account holder | $88 | $98-9.9% | $3,845-97.7% | $158-44.0% |