Filed May 16, 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 |
|---|---|---|
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $18,933 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $15,725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,778 | $72,770-63.2% | $67,652-60.4% | $55,191-51.5% |
| Participation rate | 82.1% | 78.8%+3.3pp | 75.7%+6.4pp | 69.2%+12.9pp |
| Annual return | 1.86% | -3.26%+5.1pp | 6625.04%-6623.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,322 | $1,769-25.3% | $2,266-41.7% | $1,899-30.4% |
| Participant deferral / active EE | $1,821 | $3,408-46.6% | $3,560-48.8% | $3,046-40.2% |
| Admin fee / account holder | $28 | $79-63.9% | $4,821-99.4% | $91-68.7% |