Filed July 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 |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $5,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,537-100.0% | $149,718-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 25.69% | 22.79%+2.9pp | 1501.63%-1475.9pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $4,024 | $3,239+24.2% | $5,445-26.1% | $2,032+98.0% |
| Participant deferral / active EE | $2,863 | $4,994-42.7% | $6,569-56.4% | $3,224-11.2% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |