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 | $18,532 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,958 | $34,677-79.9% | $77,024-91.0% | $64,808-89.3% |
| Participation rate | 91.1% | 49.8%+41.2pp | 67.9%+23.2pp | 71.5%+19.6pp |
| Annual return | -17.07% | -5.33%-11.7pp | 42.32%-59.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $579 | $1,370-57.7% | $2,812-79.4% | $2,506-76.9% |
| Participant deferral / active EE | $2,726 | $2,556+6.7% | $4,426-38.4% | $4,310-36.7% |
| Admin fee / account holder | $29 | $179-83.7% | $5,425-99.5% | $188-84.5% |