Filed August 29, 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 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 48-1205033 | Recordkeeping fees; Direct payment fr... | $493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,374 | $46,100-45.0% | $86,590-70.7% | $69,631-63.6% |
| Participation rate | 50.8% | 67.2%-16.4pp | 73.5%-22.8pp | 70.7%-19.9pp |
| Annual return | 15.46% | 21.02%-5.6pp | 964.84%-949.4pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $610 | $1,850-67.0% | $2,839-78.5% | $2,032-70.0% |
| Participant deferral / active EE | $1,045 | $2,432-57.0% | $3,609-71.0% | $3,224-67.6% |
| Admin fee / account holder | $99 | $94+5.0% | $4,906-98.0% | $110-10.8% |