Filed July 22, 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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $335,756 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $37,083 |
BOIVIN & ASSOCIATES3 years Service code 10 · EIN 27-1516157 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,655 | $63,259-7.3% | $178,490-67.1% | $93,223-37.1% |
| Participation rate | 57.3% | 72.1%-14.8pp | 81.9%-24.6pp | 74.9%-17.6pp |
| Annual return | 14.24% | 19.93%-5.7pp | 151.07%-136.8pp | 19.29%-5.0pp |
| Employer contribution / active EE | $3,049 | $1,865+63.5% | $5,011-39.1% | $2,680+13.8% |
| Participant deferral / active EE | $2,861 | $3,372-15.1% | $5,202-45.0% | $4,563-37.3% |
| Admin fee / account holder | $60 | $58+3.0% | $13,984-99.6% | $79-24.5% |