Filed April 6, 2006
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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $45,645 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,978 | $62,723+13.2% | $142,863-50.3% | $86,799-18.2% |
| Participation rate | 59.1% | 62.6%-3.5pp | 71.9%-12.8pp | 72.3%-13.2pp |
| Annual return | 12.13% | 17.62%-5.5pp | 5637.54%-5625.4pp | 97.91%-85.8pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,064 | $3,039+33.7% | $3,837+5.9% | $4,131-1.6% |
| Admin fee / account holder | $139 | $140-0.5% | $6,560-97.9% | $170-18.1% |