Filed January 31, 2006 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,207 | $43,075+23.5% | $74,583-28.7% | $62,891-15.4% |
| Participation rate | 28.4% | 58.1%-29.6pp | 68.1%-39.7pp | 69.3%-40.9pp |
| Annual return | -72.32% | 17.50%-89.8pp | 20.47%-92.8pp | 20.14%-92.5pp |
| Employer contribution / active EE | $763 | $1,498-49.1% | $2,525-69.8% | $2,281-66.6% |
| Participant deferral / active EE | $5,997 | $2,389+151.0% | $3,458+73.4% | $3,203+87.2% |
| Admin fee / account holder | $6 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |