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 | $214,264 |
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.
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 | $25,254 | $48,082-47.5% | $77,482-67.4% | $106,222-76.2% |
| Participation rate | 7.1% | 33.6%-26.5pp | 54.2%-47.1pp | 70.8%-63.7pp |
| Annual return | 18.58% | 15.72%+2.9pp | 54.79%-36.2pp | 21.69%-3.1pp |
| Employer contribution / active EE | $134 | $457-70.8% | $986-86.5% | $2,723-95.1% |
| Participant deferral / active EE | $253 | $1,043-75.7% | $1,861-86.4% | $4,600-94.5% |
| Admin fee / account holder | $71 | $79-11.1% | $2,858-97.5% | $78-9.9% |