Filed November 6, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $816,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,010 | $47,385-43.0% | $56,411-52.1% | $106,382-74.6% |
| Participation rate | 9.4% | 33.2%-23.7pp | 52.5%-43.0pp | 69.9%-60.4pp |
| Annual return | 17.58% | 17.29%+0.3pp | 1701.33%-1683.8pp | 17.37%+0.2pp |
| Employer contribution / active EE | $176 | $623-71.7% | $1,039-83.0% | $3,364-94.8% |
| Participant deferral / active EE | $346 | $1,440-76.0% | $1,952-82.3% | $5,569-93.8% |
| Admin fee / account holder | $75 | $78-3.6% | $2,829-97.3% | $79-5.0% |