Filed April 27, 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 13 · EIN 06-1050034 | Contract Administrator | $44,941 |
Service code 16 · EIN 81-0635433 | Consulting | $36,450 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLICA Service code 10 · EIN 20-8410792 | Accounting | $13,750 |
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 | $186,065 | $78,419+137.3% | $133,956+38.9% | $73,409+153.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 13.80% | 33.35%-19.5pp | 45.09%-31.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $7,254 | $2,044+255.0% | $3,919+85.1% | $2,234+224.8% |
| Participant deferral / active EE | $8,229 | $3,925+109.6% | $5,048+63.0% | $3,805+116.2% |
| Admin fee / account holder | $437 | $161+171.0% | $8,927-95.1% | $158+176.9% |