Filed May 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 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,979 | $60,323-58.6% | $81,812-69.5% | $74,495-66.5% |
| Participation rate | 31.8% | 62.9%-31.1pp | 72.3%-40.5pp | 67.2%-35.4pp |
| Annual return | 12.08% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $116 | $2,620-95.6% | $2,912-96.0% | $2,623-95.6% |
| Participant deferral / active EE | $834 | $3,387-75.4% | $4,319-80.7% | $4,346-80.8% |
| Admin fee / account holder | $341 | $1,486-77.0% | $7,386-95.4% | $1,942-82.4% |