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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,600 |
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 | $5,367 | $37,213-85.6% | $156,549-96.6% | $63,975-91.6% |
| Participation rate | 79.1% | 65.0%+14.1pp | 84.0%-4.9pp | 71.1%+8.0pp |
| Annual return | 13.14% | 47.89%-34.7pp | 32.23%-19.1pp | 48.65%-35.5pp |
| Employer contribution / active EE | $188 | $1,357-86.1% | $5,501-96.6% | $2,182-91.4% |
| Participant deferral / active EE | $1,709 | $2,070-17.4% | $4,871-64.9% | $3,356-49.1% |
| Admin fee / account holder | $1 | $56-97.9% | $13,027-100.0% | $70-98.3% |