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 | Claims processing; Direct payment fro... | $27,461 |
NATIONAL FINANCIAL SERVICES5+ 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.
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 | $29,562 | $47,648-38.0% | $130,648-77.4% | $67,579-56.3% |
| Participation rate | 45.1% | 60.4%-15.4pp | 71.7%-26.7pp | 71.3%-26.2pp |
| Annual return | 19.48% | 25.73%-6.3pp | 1708.96%-1689.5pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,405 | $1,408-0.2% | $4,092-65.7% | $2,148-34.6% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $82 | $105-22.2% | $5,464-98.5% | $142-42.6% |