Filed January 23, 2006 (most recent of 2 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 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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,550 | $47,456-71.4% | $172,739-92.2% | $77,787-82.6% |
| Participation rate | 93.8% | 66.3%+27.5pp | 82.6%+11.1pp | 73.2%+20.6pp |
| Annual return | 26.21% | 35.57%-9.4pp | 802.84%-776.6pp | 32.57%-6.4pp |
| Employer contribution / active EE | $1,512 | $1,574-3.9% | $5,143-70.6% | $2,504-39.6% |
| Participant deferral / active EE | $2,438 | $2,560-4.8% | $5,198-53.1% | $3,967-38.6% |
| Admin fee / account holder | $1 | $81-98.5% | $13,954-100.0% | $100-98.8% |