Filed January 17, 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 8-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 64 · EIN 71-0294708 | Recordkeeping Fees | $107,947 |
SWM ADVISORS1 year Service code 99 · EIN 45-2514987 | Other Fees | $26,404 |
CHERRY BEKAERT LLP4 years Service code 10 · EIN 56-0574444 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,896 | $67,512-39.4% | $185,823-78.0% | $93,030-56.0% |
| Participation rate | 57.1% | 67.1%-10.1pp | 81.7%-24.6pp | 73.9%-16.8pp |
| Annual return | 15.71% | 21.04%-5.3pp | 122.05%-106.3pp | 158.70%-143.0pp |
| Employer contribution / active EE | $17 | $1,783-99.0% | $5,167-99.7% | $2,706-99.4% |
| Participant deferral / active EE | $3,032 | $3,035-0.1% | $5,568-45.5% | $4,562-33.5% |
| Admin fee / account holder | $148 | $318-53.4% | $16,237-99.1% | $152-2.4% |