Filed May 15, 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: ALDRICH RETIREMENT SOLUTIONS LP Service code 13 · EIN 93-1307583 | Contract Administrator | $5,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,590 | $61,156-82.7% | $185,823-94.3% | $79,386-86.7% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 37.58% | 19.45%+18.1pp | 122.05%-84.5pp | 116.85%-79.3pp |
| Employer contribution / active EE | $939 | $2,321-59.5% | $5,167-81.8% | $2,427-61.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $32 | $710-95.5% | $16,237-99.8% | $626-94.9% |