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 PC2 years Filed as: FREED MAXICK Service code 99 · EIN 16-0960470 | Other Fees | $20,800 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,235 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,640 | $67,512-60.5% | $185,823-85.7% | $93,030-71.4% |
| Participation rate | 93.8% | 67.1%+26.7pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 15.18% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.5pp |
| Employer contribution / active EE | $1,557 | $1,783-12.7% | $5,167-69.9% | $2,706-42.4% |
| Participant deferral / active EE | $3,739 | $3,035+23.2% | $5,568-32.8% | $4,562-18.0% |
| Admin fee / account holder | $10 | $318-96.9% | $16,237-99.9% | $152-93.4% |