Filed December 27, 2005 (most recent of 3 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 35-2552359 | Advisory (Plan) | $75,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,300 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,847 | $121,341+136.4% | $189,513+51.4% | $79,386+261.3% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.8%+10.2pp | 70.7%+27.3pp |
| Annual return | 11.69% | 21.08%-9.4pp | 555.15%-543.5pp | 116.85%-105.2pp |
| Employer contribution / active EE | $16,982 | $3,915+333.8% | $6,162+175.6% | $2,427+599.6% |
| Participant deferral / active EE | $6,396 | $6,3950% | $8,221-22.2% | $4,046+58.1% |
| Admin fee / account holder | $447 | $651-31.4% | $12,045-96.3% | $626-28.7% |