Filed January 6, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $49,161 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,173 | $56,503-25.4% | $70,092-39.8% | $64,808-34.9% |
| Participation rate | 51.8% | 70.5%-18.7pp | 70.5%-18.7pp | 71.5%-19.6pp |
| Annual return | -16.96% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,242 | $2,046-39.3% | $2,559-51.5% | $2,506-50.4% |
| Participant deferral / active EE | $1,751 | $3,389-48.3% | $3,849-54.5% | $4,310-59.4% |
| Admin fee / account holder | $91 | $160-43.3% | $6,267-98.5% | $188-51.6% |