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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,057 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,990 |
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 | $25,685 | $45,000-42.9% | $143,757-82.1% | $77,904-67.0% |
| Participation rate | 84.7% | 66.8%+17.9pp | 80.3%+4.4pp | 73.7%+11.1pp |
| Annual return | -16.28% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,285 | $1,870-31.3% | $4,951-74.0% | $2,848-54.9% |
| Participant deferral / active EE | $3,615 | $3,157+14.5% | $5,637-35.9% | $4,806-24.8% |
| Admin fee / account holder | $2 | $98-97.9% | $14,673-100.0% | $133-98.4% |