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 | $3,492 |
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 | $108,157 | $52,279+106.9% | $89,391+21.0% | $79,858+35.4% |
| Participation rate | 25.4% | 57.5%-32.1pp | 68.0%-42.6pp | 69.6%-44.2pp |
| Annual return | 9.83% | 22.16%-12.3pp | 245.62%-235.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $248 | $1,572-84.2% | $2,586-90.4% | $2,471-90.0% |
| Participant deferral / active EE | $1,786 | $2,740-34.8% | $3,890-54.1% | $3,740-52.3% |
| Admin fee / account holder | $129 | $3,356-96.1% | $4,881-97.4% | $5,306-97.6% |