Filed August 31, 2006
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 4-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 19 · EIN 51-0396365 | Securities Custodian | $10,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,482 | $37,117-71.8% | $147,614-92.9% | $55,191-81.0% |
| Participation rate | 69.5% | 63.6%+5.9pp | 84.6%-15.1pp | 69.2%+0.4pp |
| Annual return | 6.00% | 3.44%+2.6pp | 61.98%-56.0pp | 10.78%-4.8pp |
| Employer contribution / active EE | $381 | $1,620-76.5% | $5,564-93.2% | $1,899-80.0% |
| Participant deferral / active EE | $1,175 | $1,985-40.8% | $4,895-76.0% | $3,046-61.4% |
| Admin fee / account holder | $30 | $86-65.4% | $11,611-99.7% | $91-67.3% |