Filed June 28, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $9,110 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 04-3513306 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,581 | $50,106+0.9% | $70,014-27.8% | $57,658-12.3% |
| Participation rate | 90.2% | 70.9%+19.3pp | 71.8%+18.3pp | 70.2%+19.9pp |
| Annual return | 5.67% | 14.58%-8.9pp | 12.99%-7.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $406 | $1,739-76.7% | $2,338-82.7% | $1,974-79.4% |
| Participant deferral / active EE | $3,118 | $2,486+25.4% | $2,931+6.4% | $3,061+1.9% |
| Admin fee / account holder | $35 | $89-61.3% | $4,380-99.2% | $95-63.5% |