Filed December 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $235,057 |
LARSON GROSS PLLC1 year Filed as: LARSON GROSS Service code 10 · EIN 91-1663574 | Accounting | $12,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,407 | $104,631-65.2% | $98,439-63.0% | $80,160-54.6% |
| Participation rate | 86.9% | 87.5%-0.6pp | 75.2%+11.7pp | 72.9%+14.0pp |
| Annual return | 18.03% | 34.72%-16.7pp | 21.16%-3.1pp | 40.38%-22.4pp |
| Employer contribution / active EE | $4,109 | $4,517-9.0% | $3,048+34.8% | $2,978+38.0% |
| Participant deferral / active EE | $4,608 | $6,545-29.6% | $4,738-2.7% | $5,017-8.2% |
| Admin fee / account holder | $88 | $105-15.7% | $8,948-99.0% | $145-39.1% |