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 | $3,634 |
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.
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 | $85,498 | $42,383+101.7% | $76,523+11.7% | $64,186+33.2% |
| Participation rate | 13.0% | 58.1%-45.1pp | 68.0%-55.0pp | 69.6%-56.5pp |
| Annual return | -5.13% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $50 | $1,563-96.8% | $2,647-98.1% | $2,381-97.9% |
| Participant deferral / active EE | $1,615 | $2,566-37.1% | $3,835-57.9% | $3,470-53.5% |
| Admin fee / account holder | $125 | $3,198-96.1% | $4,848-97.4% | $4,888-97.4% |