Filed June 20, 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 9-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 | $8,951 |
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.
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 | $15,845 | $54,590-71.0% | $81,930-80.7% | $73,488-78.4% |
| Participation rate | 26.7% | 68.3%-41.6pp | 72.0%-45.3pp | 70.7%-44.0pp |
| Annual return | 20.88% | 17.74%+3.1pp | 29.49%-8.6pp | 28.51%-7.6pp |
| Employer contribution / active EE | $697 | $1,636-57.4% | $4,310-83.8% | $2,270-69.3% |
| Participant deferral / active EE | $1,210 | $2,759-56.2% | $7,107-83.0% | $3,740-67.7% |
| Admin fee / account holder | $136 | $592-77.1% | $5,158-97.4% | $513-73.6% |