Filed January 19, 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.
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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $27,025 |
CURCIO WEBB4+ years Service code 16 · EIN 36-4171366 | Consulting | $10,754 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,289 | $78,852-57.8% | $76,768-56.6% | $75,289-55.8% |
| Participation rate | 98.6% | 85.0%+13.6pp | 77.0%+21.6pp | 72.4%+26.2pp |
| Annual return | -5.00% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,287 | $2,794-53.9% | $2,485-48.2% | $2,405-46.5% |
| Participant deferral / active EE | $2,737 | $4,800-43.0% | $3,852-28.9% | $3,739-26.8% |
| Admin fee / account holder | $13 | $79-83.3% | $6,675-99.8% | $102-87.1% |