Filed February 15, 2005 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | -$15,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,369 | $53,345+142.5% | $121,098+6.8% | $74,419+73.8% |
| Participation rate | 83.8% | 60.0%+23.8pp | 69.5%+14.3pp | 70.7%+13.0pp |
| Annual return | 18.94% | 35.15%-16.2pp | 985.75%-966.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $3,010 | $1,898+58.6% | $4,164-27.7% | $2,637+14.1% |
| Participant deferral / active EE | $7,468 | $3,221+131.9% | $4,080+83.1% | $4,528+64.9% |
| Admin fee / account holder | -$13 | $382-103.4% | $5,644-100.2% | $348-103.7% |