Filed April 14, 2006 (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 42-0127290 | Contract Administrator | $4,806 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,091 | $84,487-84.5% | $125,339-89.6% | $66,914-80.4% |
| Participation rate | 91.3% | 76.4%+14.9pp | 82.4%+9.0pp | 69.8%+21.5pp |
| Annual return | -15.42% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,992 | $3,553-15.8% | $4,814-37.8% | $2,544+17.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $24 | $685-96.5% | $10,010-99.8% | $593-95.9% |