Filed August 3, 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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $35,592 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,244 | $59,107-23.5% | $86,436-47.7% | $68,494-33.9% |
| Participation rate | 58.1% | 75.2%-17.2pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | -14.92% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $371 | $2,519-85.3% | $3,769-90.2% | $2,596-85.7% |
| Participant deferral / active EE | $2,510 | $5,901-57.5% | $6,952-63.9% | $4,027-37.7% |
| Admin fee / account holder | $346 | $5,637-93.9% | $6,731-94.9% | $5,403-93.6% |