Filed October 24, 2006 (most recent of 5 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 13 · EIN 42-0127290 | Contract Administrator | $38,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,129 | $110,094+0.9% | $151,611-26.7% | $68,494+62.2% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -15.31% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,707 | $4,471+5.3% | $6,166-23.7% | $2,596+81.3% |
| Participant deferral / active EE | $6,147 | $6,527-5.8% | $8,363-26.5% | $4,027+52.6% |
| Admin fee / account holder | $311 | $7,719-96.0% | $11,616-97.3% | $5,403-94.2% |