Filed December 15, 2005 (most recent of 4 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $41,545 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,579 | $47,456-50.3% | $172,739-86.3% | $77,787-69.7% |
| Participation rate | 58.0% | 66.3%-8.3pp | 82.6%-24.7pp | 73.2%-15.3pp |
| Annual return | 5.82% | 35.57%-29.8pp | 802.84%-797.0pp | 32.57%-26.8pp |
| Employer contribution / active EE | $685 | $1,574-56.5% | $5,143-86.7% | $2,504-72.6% |
| Participant deferral / active EE | $995 | $2,560-61.1% | $5,198-80.9% | $3,967-74.9% |
| Admin fee / account holder | $9 | $81-88.4% | $13,954-99.9% | $100-90.7% |