Filed April 26, 2006 (most recent of 4 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 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 37 · EIN 04-2647786 | Loan Processing | $478,873 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,275 | $43,113-25.1% | $82,719-61.0% | $77,904-58.6% |
| Participation rate | 89.8% | 63.8%+25.9pp | 72.6%+17.2pp | 73.7%+16.1pp |
| Annual return | -17.25% | 2.60%-19.8pp | 701.18%-718.4pp | 12.21%-29.5pp |
| Employer contribution / active EE | $1,688 | $1,924-12.3% | $3,009-43.9% | $2,848-40.7% |
| Participant deferral / active EE | $5,206 | $3,057+70.3% | $4,395+18.5% | $4,806+8.3% |
| Admin fee / account holder | $81 | $102-20.6% | $5,329-98.5% | $133-38.7% |