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 | $76,080 |
CARON & BLETZER, PLLC1 year Filed as: CARON BIETZER, PLLC Service code 99 · EIN 04-3499945 | Other Fees | $15,000 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,933 |
THOMPSON HINE1 year Service code 99 · EIN 34-0575300 | Other Fees | $7,579 |
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 | $34,994 | $53,136-34.1% | $155,509-77.5% | $199,593-82.5% |
| Participation rate | 90.0% | 64.1%+25.9pp | 78.2%+11.8pp | 72.0%+18.0pp |
| Annual return | 12.41% | 41.15%-28.7pp | 64.67%-52.3pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,641 | $1,851-11.3% | $4,672-64.9% | $3,034-45.9% |
| Participant deferral / active EE | $4,617 | $3,161+46.1% | $5,626-17.9% | $5,087-9.2% |
| Admin fee / account holder | $36 | $185-80.6% | $15,912-99.8% | $269-86.6% |