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 | Claims processing; Direct payment fro... | $330,014 |
NATIONAL FINANCIAL SERVICES5+ 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.
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 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 | $19,377 | $43,471-55.4% | $74,701-74.1% | $89,569-78.4% |
| Participation rate | 7.2% | 36.3%-29.1pp | 54.5%-47.3pp | 69.6%-62.4pp |
| Annual return | 27.39% | 24.97%+2.4pp | 752.92%-725.5pp | 34.56%-7.2pp |
| Employer contribution / active EE | $101 | $554-81.7% | $1,084-90.7% | $2,584-96.1% |
| Participant deferral / active EE | $235 | $1,177-80.0% | $1,964-88.0% | $4,220-94.4% |
| Admin fee / account holder | $47 | $74-35.7% | $3,333-98.6% | $72-33.7% |