Filed August 29, 2007 (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 25 · EIN 04-2647786 | Directed Trustee | $17,878 |
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 | $192,853 | $98,982+94.8% | $162,163+18.9% | $65,185+195.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 26.34% | 24.84%+1.5pp | 115.59%-89.3pp | 29.38%-3.0pp |
| Employer contribution / active EE | $11,512 | $3,467+232.1% | $5,614+105.1% | $2,177+428.9% |
| Participant deferral / active EE | $9,311 | $5,384+72.9% | $7,298+27.6% | $3,514+165.0% |
| Admin fee / account holder | $93 | $596-84.4% | $10,843-99.1% | $847-89.0% |