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 | $36,517 |
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 | $156,879 | $138,347+13.4% | $184,203-14.8% | $80,856+94.0% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 14.62% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $9,641 | $4,850+98.8% | $6,427+50.0% | $2,755+250.0% |
| Participant deferral / active EE | $6,381 | $7,071-9.8% | $9,131-30.1% | $4,296+48.5% |
| Admin fee / account holder | $324 | $10,483-96.9% | $13,901-97.7% | $6,918-95.3% |