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 | $558,138 |
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 | $22,884 | $41,203-44.5% | $61,373-62.7% | $89,394-74.4% |
| Participation rate | 6.5% | 35.4%-28.9pp | 52.6%-46.1pp | 71.3%-64.8pp |
| Annual return | -16.47% | -14.63%-1.8pp | 338.61%-355.1pp | -11.89%-4.6pp |
| Employer contribution / active EE | $131 | $603-78.2% | $1,159-88.7% | $3,022-95.7% |
| Participant deferral / active EE | $267 | $1,367-80.5% | $2,125-87.4% | $5,123-94.8% |
| Admin fee / account holder | $70 | $74-5.3% | $2,130-96.7% | $79-12.2% |