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 |
|---|---|---|
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK Service code 99 · EIN 11-1000111 | Other Fees | $8,400 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,412 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,400 |
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 | $17,952 | $56,095-68.0% | $178,490-89.9% | $90,288-80.1% |
| Participation rate | 95.6% | 65.6%+30.0pp | 81.9%+13.7pp | 73.4%+22.2pp |
| Annual return | 21.41% | 28.81%-7.4pp | 151.07%-129.7pp | 53.97%-32.6pp |
| Employer contribution / active EE | $1,659 | $1,572+5.5% | $5,011-66.9% | $2,524-34.3% |
| Participant deferral / active EE | $3,106 | $2,669+16.4% | $5,202-40.3% | $4,232-26.6% |
| Admin fee / account holder | $4 | $101-96.5% | $13,984-100.0% | $114-96.9% |