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) | $47,143 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,143 |
Employer contribution per participant 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 | $115,541 | $136,307-15.2% | $177,821-35.0% | $73,488+57.2% |
| Participation rate | 87.2% | 86.1%+1.1pp | 87.7%-0.5pp | 70.7%+16.6pp |
| Annual return | 17.66% | 18.68%-1.0pp | 48.32%-30.7pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,140 | $5,829+5.3% | $7,714-20.4% | $3,740+64.2% |
| Admin fee / account holder | $197 | $596-67.0% | $12,427-98.4% | $513-61.7% |