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 | $5,801 |
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 | $26,479 | $100,923-73.8% | $150,045-82.4% | $74,304-64.4% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.3%+8.1pp | 60.3%+30.0pp |
| Annual return | 15.49% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,551 | $3,463+2.5% | $4,693-24.3% | $2,241+58.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $25 | $2,767-99.1% | $13,435-99.8% | $2,969-99.1% |