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 | $916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $72,845 | $36,767+98.1% | $81,478-10.6% | $62,292+16.9% |
| Participation rate | 13.0% | 54.4%-41.5pp | 68.0%-55.0pp | 69.5%-56.6pp |
| Annual return | 17.10% | 173.80%-156.7pp | 38.78%-21.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $151 | $1,128-86.6% | $2,568-94.1% | $2,042-92.6% |
| Participant deferral / active EE | $1,048 | $2,111-50.3% | $3,537-70.4% | $3,169-66.9% |
| Admin fee / account holder | $25 | $797-96.9% | $4,561-99.5% | $479-94.8% |