Filed March 14, 2006 (most recent of 3 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 3-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 | $14,265 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,950 | $88,083-66.0% | $164,813-81.8% | $74,495-59.8% |
| Participation rate | 98.5% | 73.0%+25.5pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 0.00% | 17.26%-17.3pp | 69.93%-69.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $4,450 | $2,593+71.6% | $4,341+2.5% | $2,623+69.7% |
| Participant deferral / active EE | $4,127 | $4,498-8.3% | $6,031-31.6% | $4,346-5.0% |
| Admin fee / account holder | $123 | $2,234-94.5% | $12,690-99.0% | $1,942-93.6% |