Filed June 8, 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 37 · EIN 04-2647786 | Loan Processing | $27,297 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,403 | $102,553-36.2% | $151,611-56.9% | $66,914-2.3% |
| Participation rate | 69.6% | 85.5%-15.9pp | 87.5%-17.9pp | 69.8%-0.2pp |
| Annual return | -16.08% | -10.82%-5.3pp | 3.33%-19.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,776 | $4,180-57.5% | $6,166-71.2% | $2,544-30.2% |
| Participant deferral / active EE | $5,370 | $6,641-19.1% | $8,363-35.8% | $4,237+26.7% |
| Admin fee / account holder | $383 | $630-39.2% | $11,616-96.7% | $593-35.5% |