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 | $22,615 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $5,026 |
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 | $5,775 | $40,522-85.7% | $84,611-93.2% | $67,579-91.5% |
| Participation rate | 77.4% | 51.1%+26.3pp | 68.2%+9.2pp | 71.3%+6.1pp |
| Annual return | 20.00% | 32.72%-12.7pp | 258.74%-238.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $185 | $1,146-83.8% | $2,652-93.0% | $2,148-91.4% |
| Participant deferral / active EE | $1,104 | $2,132-48.2% | $3,899-71.7% | $3,539-68.8% |
| Admin fee / account holder | $41 | $145-71.7% | $4,912-99.2% | $142-71.1% |