Filed April 16, 2007 (most recent of 4 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 25 · EIN 04-2647786 | Directed Trustee | $1,046,846 |
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 | $66,962 | $123,048-45.6% | $81,983-18.3% | $106,222-37.0% |
| Participation rate | 56.2% | 65.1%-8.9pp | 69.2%-13.1pp | 70.8%-14.6pp |
| Annual return | 22.81% | 14.83%+8.0pp | 41.31%-18.5pp | 21.69%+1.1pp |
| Employer contribution / active EE | $1,009 | $3,893-74.1% | $2,498-59.6% | $2,723-62.9% |
| Participant deferral / active EE | $2,057 | $4,168-50.6% | $3,722-44.7% | $4,600-55.3% |
| Admin fee / account holder | $59 | $116-49.4% | $5,664-99.0% | $78-25.0% |