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 | $29,932 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,078 |
ADP BROKER-DEALER5 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 | $101,253 | $31,310+223.4% | $53,898+87.9% | $74,304+36.3% |
| Participation rate | 47.3% | 30.7%+16.6pp | 55.0%-7.7pp | 60.3%-13.1pp |
| Annual return | 21.05% | 23.16%-2.1pp | 528.60%-507.6pp | 29.43%-8.4pp |
| Employer contribution / active EE | $2,885 | $450+541.3% | $932+209.5% | $2,241+28.7% |
| Participant deferral / active EE | $6,194 | $934+563.0% | $1,826+239.2% | $3,767+64.4% |
| Admin fee / account holder | $448 | $2,175-79.4% | $2,491-82.0% | $2,969-84.9% |