Filed April 29, 2006 (most recent of 2 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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,641 | $48,230+160.5% | $67,502+86.1% | $80,856+55.4% |
| Participation rate | 98.7% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.1pp |
| Annual return | 13.94% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $8,850 | $2,020+338.2% | $2,731+224.1% | $2,755+221.2% |
| Participant deferral / active EE | $12,318 | $2,924+321.3% | $4,000+208.0% | $4,296+186.7% |
| Admin fee / account holder | $6 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |