Filed January 29, 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 |
|---|---|---|
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 15 · EIN 84-1612955 | Recordkeeping | $48,419 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,217 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,933 | $34,932+151.7% | $56,441+55.8% | $74,546+18.0% |
| Participation rate | 58.0% | 32.9%+25.2pp | 52.5%+5.5pp | 67.2%-9.2pp |
| Annual return | 11.37% | 24.90%-13.5pp | 1704.21%-1692.8pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,997 | $608+392.6% | $1,039+188.4% | $2,624+14.2% |
| Participant deferral / active EE | $6,971 | $1,173+494.3% | $1,953+256.9% | $4,347+60.3% |
| Admin fee / account holder | $610 | $2,359-74.2% | $2,829-78.4% | $1,944-68.6% |