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 | $25,539 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,328 | $130,194-40.6% | $169,993-54.5% | $71,457+8.2% |
| Participation rate | 72.0% | 86.1%-14.1pp | 87.0%-15.0pp | 67.9%+4.1pp |
| Annual return | 15.13% | 20.37%-5.2pp | 53.37%-38.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,316 | $4,381-70.0% | $6,785-80.6% | $2,588-49.2% |
| Participant deferral / active EE | $5,241 | $6,923-24.3% | $10,408-49.6% | $4,289+22.2% |
| Admin fee / account holder | $390 | $966-59.6% | $12,815-97.0% | $1,587-75.4% |