Filed June 14, 2008
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 64 · EIN 04-2647786 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,439 | $50,820-14.5% | $155,567-72.1% | $77,671-44.1% |
| Participation rate | 64.8% | 63.1%+1.7pp | 78.2%-13.4pp | 70.6%-5.8pp |
| Annual return | 14.41% | 34.85%-20.4pp | 64.74%-50.3pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,926 | $1,993-3.3% | $4,674-58.8% | $2,726-29.4% |
| Participant deferral / active EE | $4,149 | $2,823+47.0% | $5,628-26.3% | $4,648-10.7% |
| Admin fee / account holder | $1 | $436-99.8% | $15,916-100.0% | $430-99.8% |