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 | $3,903 |
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 | $40,289 | $58,264-30.9% | $86,612-53.5% | $71,457-43.6% |
| Participation rate | 64.4% | 65.0%-0.6pp | 71.7%-7.3pp | 67.9%-3.5pp |
| Annual return | 25.43% | 21.63%+3.8pp | 591.07%-565.6pp | 28.85%-3.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,097 | $3,436+48.3% | $4,438+14.9% | $4,289+18.8% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,614-99.0% | $1,587-96.4% |