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 | $20,436 |
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 | $219,518 | $136,307+61.0% | $177,821+23.4% | $73,488+198.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.55% | 18.68%-2.1pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $12,951 | $3,712+248.9% | $5,918+118.8% | $2,270+470.5% |
| Participant deferral / active EE | $9,409 | $5,829+61.4% | $7,714+22.0% | $3,740+151.6% |
| Admin fee / account holder | $103 | $596-82.7% | $12,427-99.2% | $513-79.9% |