Filed July 15, 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 3-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 15 · EIN 13-3689044 | Recordkeeping | $17,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $65,322-41.8% | $70,449-46.0% | $73,488-48.3% |
| Participation rate | 46.8% | 77.0%-30.1pp | 75.1%-28.2pp | 70.7%-23.8pp |
| Annual return | 9.23% | 15.71%-6.5pp | 109.03%-99.8pp | 28.51%-19.3pp |
| Employer contribution / active EE | $940 | $2,460-61.8% | $2,737-65.6% | $2,270-58.6% |
| Participant deferral / active EE | $2,370 | $3,375-29.8% | $3,709-36.1% | $3,740-36.6% |
| Admin fee / account holder | $231 | $214+7.7% | $3,845-94.0% | $513-55.1% |