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; Participant loan p... | $28,132 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $35,621 | $62,723-43.2% | $142,863-75.1% | $86,799-59.0% |
| Participation rate | 45.8% | 62.6%-16.7pp | 71.9%-26.1pp | 72.3%-26.4pp |
| Annual return | 11.45% | 17.62%-6.2pp | 5637.54%-5626.1pp | 97.91%-86.5pp |
| Employer contribution / active EE | $769 | $1,627-52.7% | $4,144-81.4% | $2,405-68.0% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,837-100.0% | $4,131-100.0% |
| Admin fee / account holder | $71 | $140-49.0% | $6,560-98.9% | $170-58.0% |