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 | $22,322 |
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 | $58,774 | $58,7780% | $129,207-54.5% | $77,643-24.3% |
| Participation rate | 42.9% | 59.2%-16.4pp | 69.6%-26.8pp | 70.6%-27.7pp |
| Annual return | 15.70% | 24.73%-9.0pp | 9417.33%-9401.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,278 | $1,952-34.5% | $4,153-69.2% | $2,726-53.1% |
| Participant deferral / active EE | $1,848 | $3,212-42.5% | $4,168-55.7% | $4,647-60.2% |
| Admin fee / account holder | $5 | $589-99.1% | $7,715-99.9% | $430-98.8% |