Filed March 22, 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 37 · EIN 04-2647786 | Loan Processing | $49,237 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 47-2587418 | Advisory (Plan) | $13,556 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,493 | $31,424-82.5% | $81,478-93.3% | $69,631-92.1% |
| Participation rate | 75.1% | 50.8%+24.3pp | 68.0%+7.2pp | 70.7%+4.4pp |
| Annual return | 18.14% | 22.44%-4.3pp | 38.78%-20.6pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $204 | $1,029-80.2% | $2,568-92.1% | $2,032-90.0% |
| Participant deferral / active EE | $1,088 | $1,838-40.8% | $3,537-69.2% | $3,224-66.3% |
| Admin fee / account holder | $63 | $103-38.6% | $4,561-98.6% | $110-42.9% |