Filed August 5, 2006
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 | $3,801 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,148 | $51,197-11.8% | $82,719-45.4% | $66,914-32.5% |
| Participation rate | 64.9% | 67.8%-2.9pp | 72.6%-7.6pp | 69.8%-4.9pp |
| Annual return | -11.29% | -9.64%-1.7pp | 701.18%-712.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,672 | $3,458+35.1% | $4,395+6.3% | $4,237+10.3% |
| Admin fee / account holder | $67 | $416-83.9% | $5,329-98.7% | $593-88.7% |