Filed January 2, 2008
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 60 · EIN 04-2647786 | Sub-TA Fees | $10,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,302 | $53,777+4.7% | $134,143-58.0% | $79,858-29.5% |
| Participation rate | 39.2% | 58.8%-19.6pp | 72.2%-33.0pp | 69.6%-30.4pp |
| Annual return | 13.03% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $980 | $1,321-25.8% | $3,704-73.5% | $2,471-60.3% |
| Participant deferral / active EE | $1,971 | $2,420-18.6% | $3,499-43.7% | $3,740-47.3% |
| Admin fee / account holder | $236 | $3,984-94.1% | $6,684-96.5% | $5,306-95.5% |