Filed July 12, 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 62-1291257 | Recordkeeping | $7,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,126 | $56,485-2.4% | $185,823-70.3% | $86,799-36.5% |
| Participation rate | 67.4% | 65.5%+1.9pp | 81.7%-14.3pp | 72.3%-4.9pp |
| Annual return | 24.62% | 118.04%-93.4pp | 122.05%-97.4pp | 97.91%-73.3pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,894 | $2,553+13.4% | $5,568-48.0% | $4,131-29.9% |
| Admin fee / account holder | $25 | $150-83.5% | $16,237-99.8% | $170-85.5% |