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 8-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 | $21,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,047 | $60,989-32.7% | $60,874-32.6% | $66,914-38.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 73.1%-35.6pp | 69.8%-32.3pp |
| Annual return | -13.08% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $668 | $2,661-74.9% | $2,701-75.3% | $2,544-73.8% |
| Participant deferral / active EE | $1,870 | $3,615-48.3% | $3,817-51.0% | $4,237-55.9% |
| Admin fee / account holder | $277 | $338-18.1% | $3,224-91.4% | $593-53.3% |