Filed July 21, 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 10-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 |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES, INC. Service code 28 · EIN 05-0462357 | Investment Management | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,866 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,400 |
Form 5500 reported that benefits due were not provided when due.
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 | $32,473 | $75,388-56.9% | $123,544-73.7% | $55,725-41.7% |
| Participation rate | 82.0% | 75.7%+6.3pp | 82.3%-0.3pp | 70.9%+11.1pp |
| Annual return | -5.85% | 4.48%-10.3pp | 119.20%-125.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,720 | $3,063-11.2% | $4,628-41.2% | $2,078+30.9% |
| Participant deferral / active EE | $3,267 | $5,651-42.2% | $6,426-49.2% | $3,356-2.6% |
| Admin fee / account holder | $23 | $120-80.6% | $9,284-99.8% | $115-79.9% |