Filed October 22, 2008 (most recent of 2 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 13 · EIN 06-1050034 | Contract Administrator | $50,656 |
Service code 16 · EIN 52-1788440 | Consulting | $31,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,420 | $45,000+29.8% | $143,757-59.4% | $77,904-25.0% |
| Participation rate | 59.7% | 66.8%-7.1pp | 80.3%-20.6pp | 73.7%-14.0pp |
| Annual return | -18.89% | 29.03%-47.9pp | -0.04%-18.8pp | 12.21%-31.1pp |
| Employer contribution / active EE | $1,334 | $1,870-28.6% | $4,951-73.0% | $2,848-53.1% |
| Participant deferral / active EE | $3,166 | $3,157+0.3% | $5,637-43.8% | $4,806-34.1% |
| Admin fee / account holder | $36 | $98-63.8% | $14,673-99.8% | $133-73.1% |