Filed June 14, 2006 (most recent of 5 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 13 · EIN 42-0127290 | Contract Administrator | $91,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $464,515 | $111,608+316.2% | $177,821+161.2% | $73,409+532.8% |
| Participation rate | 98.8% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 13.70% | 18.23%-4.5pp | 48.32%-34.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $18,125 | $3,796+377.5% | $5,918+206.3% | $2,234+711.5% |
| Participant deferral / active EE | $13,857 | $6,199+123.5% | $7,714+79.6% | $3,805+264.1% |
| Admin fee / account holder | $286 | $166+73.0% | $12,427-97.7% | $158+81.4% |