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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $44,975 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,863 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,109 | $98,982+2.1% | $162,163-37.7% | $65,185+55.1% |
| Participation rate | 88.5% | 85.8%+2.7pp | 87.6%+1.0pp | 70.2%+18.3pp |
| Annual return | 2.68% | 24.84%-22.2pp | 115.59%-112.9pp | 29.38%-26.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,987 | $5,384+11.2% | $7,298-18.0% | $3,514+70.4% |
| Admin fee / account holder | $199 | $596-66.6% | $10,843-98.2% | $847-76.5% |