Filed November 17, 2005
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 35-0145825 | Recordkeeping | $18,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,363 | $48,335+24.9% | $121,098-50.2% | $71,457-15.5% |
| Participation rate | 63.6% | 54.3%+9.4pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | 20.83% | 23.32%-2.5pp | 985.75%-964.9pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,764 | $1,489+18.5% | $4,164-57.6% | $2,588-31.8% |
| Participant deferral / active EE | $2,844 | $2,754+3.3% | $4,080-30.3% | $4,289-33.7% |
| Admin fee / account holder | $8 | $1,841-99.6% | $5,644-99.9% | $1,587-99.5% |