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.5 years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $35,467 |
Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 42-1558009 | Securities Custodian | $4,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,595 | $65,557-27.4% | $64,056-25.7% | $71,457-33.4% |
| Participation rate | 44.8% | 73.2%-28.4pp | 72.3%-27.5pp | 67.9%-23.1pp |
| Annual return | 9.15% | 18.94%-9.8pp | 33.69%-24.5pp | 28.85%-19.7pp |
| Employer contribution / active EE | $1,252 | $2,669-53.1% | $2,747-54.4% | $2,588-51.6% |
| Participant deferral / active EE | $2,184 | $3,626-39.8% | $3,880-43.7% | $4,289-49.1% |
| Admin fee / account holder | $266 | $616-56.9% | $3,068-91.3% | $1,587-83.3% |