Filed September 26, 2007
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $23,791 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,277 | $65,322-39.9% | $70,449-44.2% | $73,488-46.6% |
| Participation rate | 53.7% | 77.0%-23.3pp | 75.1%-21.4pp | 70.7%-17.0pp |
| Annual return | 12.49% | 15.71%-3.2pp | 109.03%-96.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,169 | $2,460-52.5% | $2,737-57.3% | $2,270-48.5% |
| Participant deferral / active EE | $1,865 | $3,375-44.7% | $3,709-49.7% | $3,740-50.1% |
| Admin fee / account holder | $178 | $214-16.8% | $3,845-95.4% | $513-65.3% |