Filed April 20, 2006 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $3,838 |
Filed as: SIGNATOR INVESTORS Service code 61 · EIN 04-2442399 197 CLARENDON ST # C 8 07 · BOSTON, MA 02116 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,883 | $61,616-53.1% | $105,722-72.7% | $55,167-47.6% |
| Participation rate | 68.3% | 72.9%-4.6pp | 78.9%-10.6pp | 69.0%-0.7pp |
| Annual return | 6.30% | 11.15%-4.8pp | 12.25%-5.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $291 | $3,043-90.4% | $4,079-92.9% | $1,963-85.2% |
| Participant deferral / active EE | $3,175 | $4,213-24.7% | $5,326-40.4% | $3,054+3.9% |
| Admin fee / account holder | $26 | $379-93.1% | $8,308-99.7% | $504-94.8% |