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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $182,800 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,870 | $34,910-48.8% | $59,496-70.0% | $69,651-74.3% |
| Participation rate | 16.5% | 37.9%-21.3pp | 54.6%-38.0pp | 66.6%-50.0pp |
| Annual return | 1.13% | 0.39%+0.7pp | 182.05%-180.9pp | 53.77%-52.6pp |
| Employer contribution / active EE | $282 | $496-43.2% | $1,153-75.6% | $2,241-87.4% |
| Participant deferral / active EE | $522 | $1,077-51.5% | $1,829-71.4% | $3,635-85.6% |
| Admin fee / account holder | $48 | $60-19.7% | $2,232-97.9% | $63-24.2% |