Filed January 23, 2006
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 9-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 |
|---|---|---|
THE WATERFORD GROUP LLC6 years Service code 27 · EIN 80-0675279 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,349 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,383 | $88,083-21.2% | $164,813-57.9% | $74,495-6.9% |
| Participation rate | 87.8% | 73.0%+14.8pp | 78.6%+9.2pp | 67.2%+20.6pp |
| Annual return | 14.57% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $802 | $2,593-69.1% | $4,341-81.5% | $2,623-69.4% |
| Participant deferral / active EE | $6,065 | $4,498+34.8% | $6,031+0.6% | $4,346+39.6% |
| Admin fee / account holder | $118 | $2,234-94.7% | $12,690-99.1% | $1,942-93.9% |