Filed June 22, 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 | Participant communication; Claims pro... | $62,508 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,794 | $50,127-70.5% | $149,673-90.1% | $80,160-81.5% |
| Participation rate | 86.1% | 64.3%+21.8pp | 78.8%+7.3pp | 72.9%+13.1pp |
| Annual return | 17.01% | 29.82%-12.8pp | 134.42%-117.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $691 | $1,865-62.9% | $4,818-85.7% | $2,978-76.8% |
| Participant deferral / active EE | $2,640 | $3,194-17.3% | $5,680-53.5% | $5,017-47.4% |
| Admin fee / account holder | $36 | $153-76.7% | $13,210-99.7% | $145-75.5% |