Filed September 14, 2007
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 15 · EIN 35-0145825 | Recordkeeping | $19,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,380 | $46,292-23.6% | $143,757-75.4% | $64,808-45.4% |
| Participation rate | 52.3% | 64.2%-11.9pp | 80.3%-28.0pp | 71.5%-19.1pp |
| Annual return | -20.71% | -10.05%-10.7pp | -0.04%-20.7pp | 32.82%-53.5pp |
| Employer contribution / active EE | $796 | $1,910-58.3% | $4,951-83.9% | $2,506-68.2% |
| Participant deferral / active EE | $1,892 | $2,646-28.5% | $5,637-66.4% | $4,310-56.1% |
| Admin fee / account holder | $6 | $154-96.2% | $14,673-100.0% | $188-96.9% |