Filed January 15, 2007 (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 27 · EIN 61-1758632 | Advisory (Plan) | $62,409 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $110,011 | $74,089+48.5% | $133,980-17.9% | $55,167+99.4% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.1%+11.4pp | 69.0%+29.5pp |
| Annual return | 5.30% | 12.11%-6.8pp | 29.30%-24.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $7,777 | $3,064+153.8% | $5,211+49.2% | $1,963+296.3% |
| Participant deferral / active EE | $4,581 | $4,678-2.1% | $6,282-27.1% | $3,054+50.0% |
| Admin fee / account holder | $491 | $458+7.2% | $9,324-94.7% | $504-2.5% |